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Webinars

View recordings of our past webinars and practice creating projections.

  • (LIVE SUPPORT SESSIONS) Product Walkthrough and Q & A - REGISTER HERE!
  • (VIDEO TUTORIAL) Getting Started with Snap Projections
  • (WEBINAR) πŸ“ƒ A Practice Case Study
  • (WEBINAR) πŸšͺAll of the ways to use Snap in your business (Dec 7, 2022)
  • (WEBINAR) 🧰 Get the most from Snap's new tools (Sept 14, 2022)
  • (WEBINAR) β˜‚οΈYour complete guide to life insurance in Snap Projections (August 24, 2022)
  • (WEBINAR) πŸ“‘ Presenting Snap Projections to your clients (August 10, 2022)
  • (WEBINAR) 🎯 Using Automated Recommendations to meet Retirement Goals (Aug 3, 2022)
  • (WEBINAR) πŸ“ˆ Stress-testing and variable rates feature in Snap (June 8, 2022)
  • (WEBINAR) πŸŽ“ Creating a scenario using the RESP functionality (June 1, 2022)
  • (WEBINAR) πŸ“£ Important design changes and how to best benefit (March 23, 2022)
  • (WEBINAR) 🏒 Using the Corporate Functionality (Recorded Nov 10, 2021)
  • (WEBINAR) πŸ” Checklists and the planning process (Sept 15, 2021)
  • (INTERVIEW) Advisor Interview Series: Curious what other planners are doing? (July 2022)
  • (INTERVIEW) An Exclusive Interview with Financial Advisor Renee Hawk (Dec 2021)

Categories

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  • Webinars
  • What's New?
  • Definitions and Assumptions
  • Scenario Settings
  • Working with Scenarios
  • Client Reports
  • Income (including Gov't Benefits)
  • Assets and Debts
  • Contributions and Withdrawals
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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