(WEBINAR) ⭐ IAFP Symposium, Part 1 - How to build a relationship with your client’s adult children (August 20, 2024)

In our two-part webinar series for this year's IAFP Symposium: May The Wealth Be With You, we're creating projections for the family members of the case study.

Part 1 (now available on YouTube) demonstrates how to build a relationship with your client’s adult children.

In our 1-hour session, we help determine how to best support Ben Skywalker in purchasing his first home to provide you with a high-level introduction to demonstrate how you can use Snap to quickly engage with your client's adult children and analyze simple cases.

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

Part 2 (scheduled for November 12 at 1 pm ET) will show you how to build and analyze the full, complex case for Luke Skywalker and Mara Jade in Snap Projections.