Advisor Interview & Case Study Series:
How are you approaching Financial Planning in the current environment?
With your clients worried about inflation, volatile markets, and reductions in purchasing power, what can be done to help them through these difficult planning periods? How can you discuss and model inflation, the sequence of returns risk, and help to ensure their plans can survive the unknown?
Both Advisor are going to show you:
- How they are approaching financial planning during periods of high inflation and market volatility.
- How their process works and what they are doing differently now.
- How they use Snap to educate, model strategies, and help their clients … with live case study demonstrations included!
BCom, CFP, CIM
Investment Advisor with Worldsource Securities
Senior Marketing Lead with Snap Projections
BSc Fin. Econ.
Financial Advisor with CI Assante Wealth Management
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 two-part live exclusive on Tuesday, July 19th & 26th at 11am ET.