(WEBINAR) 🍂 Your fall refresher on Snap's newest features (October 1, 2025)

In this webinar, we created several projections for a couple approaching retirement to help them prepare for the next steps ahead. We used the newest Snap features to help speed up the modelling process, provide better client outcomes, and achieve greater clarity.

During the webinar, we demonstrated how to:

• Set taxable income targets to reduce taxes payable and improve client outcomes.
• Maximize TFSAs from non-registered assets.
• Compare scenarios to determine the best options for your client's unique circumstances.