Webinars
View recordings of our past webinars and practice creating projections.
- (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) How to use Snap efficiently to save time and increase confidence (Sept 13, 2023)
- (WEBINAR) ⛵ Help your clients get the most from their money in retirement (June 28, 2023)
- (WEBINAR) Help your clients prepare for the unexpected (May 3, 2023)
- (WEBINAR) 5 Ways to Engage Younger Clients in Financial Planning (March 28, 2023)
- (WEBINAR) 📊 Corporate owned Life Insurance and updated Estate Calculations (March 1, 2023)
- (WEBINAR) 🧰 Get the most from Snap's new tools (September 14, 2022)
- (WEBINAR) 🎯 Using Automated Recommendations to meet Retirement Goals (August 3, 2022)
- (WEBINAR) 📈 Stress-testing and variable rates feature in Snap (June 8, 2022)
- (WEBINAR) 🎓 Creating a scenario using the RESP functionality (June 1, 2022)
- (WEBINAR) 📣 Important design changes and how to best benefit (March 23, 2022)
- (WEBINAR) 🔍 Checklists and the planning process (September 15, 2021)
- (INTERVIEW) Advisor Interview Series: Curious what other planners are doing? (July 2022)
- (INTERVIEW) An Exclusive Interview with Financial Advisor Renee Hawk (December 2021)