(TRAINING) ⚙️ Tips & Tricks - Highlighting helpful features you may not be using yet (April 16, 2025)

In this 35-minute training video, you’ll get a closer look at some of the features that you might not be using yet—but definitely should be! We’ll walk you through practical tips and clever tricks to help you work more efficiently and deliver even more value to your clients. Whether you’re just getting started or looking to sharpen your skills, this session is a great way to boost your confidence and efficiency with Snap.

• 00:00 Introduction
• 03:10 Inflation and Rates of Return Assumptions
• 06:40 Adding a Defined Benefit Pension Plan
• 09:15 Financial Assets Subheadings
• 13:40 Entering a Home and Mortgage
• 18:10 Copying and Renaming a Scenario
• 26:30 Cash flow Management (CFM) Order
• 30:50 Recommendations
• 35:20 Determining TFSA and RRSP contribution room & RRIF/LIF minimums and maximums

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.