(TRAINING) 👩🏻🤝👨🏼 A Younger Couple Planning for Retirement (April 30, 2025)
This 30-minute session focuses on creating a scenario for a couple in their 40s and how Snap can answer some of your clients' most common questions as they save for retirement.
- 00:00 Introduction
- 01:10 General Assumptions
- 03:50 Expenses
- 07:30 Updating Financial Assets
- 11:20 Government Benefits
- 12:55 Entering and Removing Contributions
- 14:30 Pre-retirement Cash Flow Management Explained
- 16:30 Retirement Cash Flow Management Explained
- 18:05 Customizing the Order of Contributions and Withdrawals
- 23:10 Identifying a Shortfall
- 24:10 Running Recommendations
- Upcoming Training and Q&A Sessions
Would you like to attend similar sessions live? Join us at one of our upcoming Q & A sessions, where we typically review new features and create a basic plan.
We're also available for one-on-one support by phone, email, and screen sharing. Reach out to us at [email protected] or 1-888-758-7977 Option 1.