Answer a client’s question of,“Is it better to take the commuted value of my pension?”
During this hour, together we will:
💡 Build a full financial plan from scratch
🤩 Create multiple scenarios, including a plan with a DBPP and one with a commuted value
🧐 Compare the scenarios across a range of important and customizable metrics
📊 Evaluate the exposure each projection has to market volatility to help create the most informed comparison possible
🎯 Build and present a digestible and actionable report to help the client move forward

Register for the free event

Your Hosts
Alex Mercer
Senior Marketing Lead,
Snap Projections
Steve Arnott, CFP
Financial Planning Project Lead,
Snap Projections

What Advisors Already Using Snap Say
Clients, Partners & Affiliations
Who We Are
Snap is easy to use, transparent, and provides Advisors with a high level of control and flexibility to ensure plans can be personalized. With Snap, you can show your clients their whole life on one page and instantly create multiple “what-if” scenarios. With industry-leading customer support, this platform has been designed with Advisors, for Advisors.
Join us for this virtual event on Tuesday, January 28h at 1pm ET.