(WEBINAR) 💎 Tips, tricks & tools to save time and prevent mistakes (July 9, 2025)

In this webinar, we model a single individual's financial projection to demonstrate how Snap can be used to create quick and simple projections or to model comprehensive planning. We focus on ways to save time, minimize mistakes, and improve your client presentations.

During the webinar, we created several projections to demonstrate how to:

• Take advantage of customizable settings (e.g., taxable income, cash flow management).
• Ensure your client data has been entered as intended.
• Compare the impact of changes to assumptions.
• Design client-friendly presentations (e.g., Planning pages, Charts, Client Report Snapshot).

CHAPTERS:

00:00 Introduction

03:17 Scenario Setup for the client

12:18 The Planning pages - finalizing inputs

18:18 Charts

18:53 Detailed Tables on the Planning page

20:14 Recommendations

27:14 Scenario 2 - With detailed assumptions

40:13 Compare Scenarios

43:21 Client Report

47:41 Q & A