(TRAINING) ๐Ÿ“ˆ Exploring What's New in Snap Projections (November 27, 2024)

In this 1 hour webinar, we discussed how to stay up to date with new releases and compared four scenarios for a couple nearing retirement. We helped them answer these two questions using our Scenario Comparisons feature:

  • Are we on track for retirement?
  • Would delaying CPP and OAS to age 70 help leave a larger estate to our children?

We also mentioned some other recent improvements:

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.

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