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Retirement Income Planning: Decumulation & Addressing Your Clients Top 6 Questions
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Webinar: How to Build Trust, Convert More Prospects & Grow Your AUM with Financial Planning
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Investment Executive Wealth Professional Canada Fintech Impact Canadian Money Saver The Globe and Mail
On this FREE workshop, we’ll show you how you can:
  • Show your clients how to make tax-efficient withdrawals in retirement.
  • Answer your client's top 6 most important retirement planning questions.
  • Leverage interactive charts and reports your clients can actually understand!
  • Position yourself as a professional and trusted advisor to easily attract referrals.
Webinar: How to Build Trust, Convert More Prospects & Grow Your AUM with Financial Planning
“I really like Snap Projections. It’s very easy to work with yet provides sufficiently detailed analysis for my clients. My clients find it intuitive and easy to understand, and can quickly determine if they are on track or if adjustments need to be made. Their team is very responsive and great to work with.”
Brant Taylor, CFP, RFP, CLU, CEA, BBA
Senior Financial Planner, Assante Financial Management Ltd.
“Snap allows me to better serve my clients by allowing me to efficiently and cost-effectively deliver retirement income analysis. Thanks to Snap’s streamlined data entry and practical report templates I can easily offer more planning to more clients.”
Michael Berton, CFP, RFP, CLU, CHS
Senior Financial Planner, Assante Financial Management Ltd.
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Everyone talks about how to save for retirement, but how can you help your clients spend and decumulate in the most tax-efficient way possible? How can you quantify the difference between various withdrawal strategies to show your clients the best way forward?

More and more, financial advisors are shifting away from being primarily focused on investment or insurance products. Today’s top advisors are incorporating retirement income planning into their practices as a way to gain a complete understanding of the client’s needs and how to properly serve them.

These Advisors are providing financial planning advice using a systematized and structured process, either through comprehensive financial planning or taking a more modular approach to offer more targeted services like retirement income planning.

In this free workshop, we’ll demonstrate how you can leverage financial planning software to provide your clients with simple yet comprehensive decumulation and retirement income planning advice.

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“Snap has turned out to be a better, more sophisticated retirement planning software than what we were using, without being too complex to understand. We use it for prospects, too. We show them we have this sophisticated software and we can show them the most tax-efficient way to get their money out — we can alter everything right in front of them.”
Ted Vanos, CFP, CAFA
Senior Financial Planning Advisor, Assante Capital Management
“Snap Projections allows you to do income planning projections for clients with real ease. The time involved in setting up a client in other tools makes it hard to justify going through the process for all clients. Snap allows you do income projections in a matter of minutes so it can be widely used.”
Sherry Blamey, CFP, CIM, FCSI
Director, Private Client Group & Investment Advisor, HollisWealth, a division of Industrial Alliance Securities Inc.
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