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)
- (UPCOMING WEBINAR) 🎯 Optimize client outcomes with automated recommendations, without losing control (June 17, 2026)
- (WEBINAR) 🤝 All of the ways to use Snap in your business (May 13, 2026)
- (WEBINAR) 📈 Provide tax planning guidance with clarity and transparency (Feb 25, 2026)
- (WEBINAR) 📑 Presenting Snap Projections to your clients (November 26, 2025)
- (WEBINAR) 🍂 Your fall refresher on Snap's newest features (October 1, 2025)
- (WEBINAR) 💎 Tips, tricks & tools to save time and prevent mistakes (July 9, 2025)
- (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)