(TRAINING) ๐ 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:
- Adjusting debt interest rates mid-projections
- Toggling between Real/Nominal dollars on all charts
- Relocation of some buttons on the Planning Pages for easier access
- Entering of Joint incomes
- 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.