How to Build Financial Plans FASTER & Model Sequence of Returns Risk with Snap’s Brand New Design
In this free workshop, we will work through a Case Study together & you will learn how to:
- Quickly & easily build comprehensive financial & retirement income plans with Snap’s highly-intuitive dashboard, saving you time with every plan you create.
- Model & educate your clients on the sequence of returns risk.
- Show your clients how to make tax-efficient withdrawals in retirement.
- Answer your clients top 6 most important questions.
As Seen On
Snap is an easy to use yet comprehensive financial planning platform for asset accumulation and decumulation. It uses interactive and client-friendly presentations, allowing you to show your clients their whole life on one page and compare multiple “what-if” scenarios with one click.
Join us for this live exclusive live session on Tuesday, May 24th at 11am ET.