(WEBINAR) 🧬 Updating projections with the latest Snap features (February 28, 2024)

In this webinar, we created several projections to demonstrate:


  • The most recently released features to ensure you can best use them when required (e.g., FHSA, corporate-owned life insurance, income and expense customization) (04:00 - 28:00)
  • How to rebase a previous year's projection into the current calendar year with updated assumptions and values (33:00 - 54:00).
  • How to discuss progress towards the client's goals (including factors that the client can control such as contributions to investments and factors outside of the client's control such as investment returns) (54:00).

Please note that CE credits were only available to people who attended the webinar live.

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