Webinars
View recordings of our past webinars and practice creating projections.
- (WEBINAR) 📃 A Practice Case Study (60 min)
- (LIVE SUPPORT SESSIONS) Product Walkthrough and Q & A - REGISTER HERE!
- (VIDEO TUTORIAL) Getting Started with Snap Projections (short videos)
- (WEBINAR) ☔ Modelling insurance coverage and needs analysis (May 7, 2025)
- (TRAINING) 👩🏻🤝👨🏼 A Younger Couple Planning for Retirement (April 30, 2025)
- (TRAINING) ⚙️ Tips & Tricks - Highlighting helpful features you may not be using yet (April 16, 2025)
- (WEBINAR) Provide better tax planning advice & improve your clients’ tax efficiency (March 18, 2025)
- (TRAINING) ⚙️The Basics – Scenario Setup, Planning Page, Client Report (March 19, 2025)
- (WEBINAR) 🎯 Creating simple projections with Snap’s newest features (Feb 12, 2025)
- (WEBINAR) ⚙️ Rebasing a scenario in the new year (January 8, 2025)
- (TRAINING) 📈 Exploring What's New in Snap Projections (November 27, 2024)
- (WEBINAR) 🔑 Unlock insights with customizable scenario comparisons (October 23, 2024)
- (WEBINAR) 💡How to answer more client questions with quick and simple projections (August 28, 2024)
- (WEBINAR) ⭐ IAFP Symposium, Part 1 - How to build a relationship with your client’s adult children (August 20, 2024)
- (WEBINAR) 📄 Creating a one-page report SnapShot for a client case study (May 29, 2024)
- (INTERVIEW) Advisor interview with Adam Bornn, CFP, CLU: Financial Planning Process, Prospecting, & Tech Stack (June 2024)
- (WEBINAR) 💸 Base Expenses and Additional Expenses (May 1, 2024)
- (WEBINAR) 🧬 Updating projections with the latest Snap features (February 28, 2024)
- (WEBINAR) 🍰 Creating quick and simple projections in Snap (December 13, 2023)
- (WEBINAR) 📑 Presenting Snap Projections to your clients (October 25, 2023)