Webinar - Snap Projections Basics

Learn how to master the basics of Snap Projections


“I can create a plan within minutes prior to a client meeting, work on it interactively with them for an hour or so and have it in their inbox on their way home from my office.

I never thought doing it this way was possible due to the limitations of the program I was using prior to Snap.”

Mark Orr, CPA, CA, CFP, CIM

Senior Financial Advisor, Aldershot Financial Group | Aligned Capital Partners