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. Watch the video here. Canadian Financial...
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...
The 1 page financial plan summary report 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....
