On July 23, 2024, the team at Snap hosted this CE-accredited financial planning webinar that had 370 Financial Advisors & Planners register to attend. Live attendance was required to be eligible for the CE Credit. You can watch the replay here. ...
Learn to confidently have corporate planning discussions with your clients. Easily model the impact of the proposed changes to the capital gains inclusion rates, explore potential benefits of corporately-owned life insurance, and instantly create customized one or two...
Do you absolutely love the report produced by your current Canadian financial planing software? If not, you may want to check out the newly released SnapShot feature by Snap Projections. Advisors can now provide their clients with a customized, one or two page...
Learn to confidently discuss corporate planning opportunities with your clients. May 14th’s corporate planning webinar had over 500 Advisors register to attend. Attendees got to see two new and exciting planning capabilities during the Case Study — how to create...
We recently announced the launch of the new SnapShot, Snap’s latest major development. Advisors need and want better client reporting options. Period. Many of you are making short presentations in Canva or PowerPoint. This is no longer necessary. You can get...
