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Webinar - A Spousal Scenario Case Study

Learn how to use Snap Projections more effectively by practicing with a Case Study

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“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.