Webinars
View recordings of our past webinars and practice creating projections.
- (WEBINAR) ๐งฐ Get the most from Snap's new tools (September 14, 2022)
- (WEBINAR) ๐ฏ Using Automated Recommendations to meet Retirement Goals (August 3, 2022)
- (WEBINAR) ๐ Stress-testing and variable rates feature in Snap (June 8, 2022)
- (WEBINAR) ๐ Creating a scenario using the RESP functionality (June 1, 2022)
- (WEBINAR) ๐ฃ Important design changes and how to best benefit (March 23, 2022)
- (WEBINAR) ๐ 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)