Financial Planning Webinar:
How to answer your clients’ top 6 financial planning questions on one page with the SnapShot
— Join us on Tuesday, September 17th at 1pm ET —
We’ve interviewed over 3,000 Financial Advisors, Planners, and Investment Managers, and they have told us that these are the most common and important questions their clients have:
🧐 How long will my money last? Am I going to be okay?
📈 How much can I spend so I won’t run out of money?
👵🏻 When should I take my government benefits?
💰 Which of my assets should I spend first?
📊 I’m currently saving $$. Will it be enough?
👫 How much will be left after taxes for my beneficiaries?
Do you have an effective way to provide answers and present the information in a way your clients can understand?
Join us to learn how to efficiently answer your clients’ most important 6 financial planning questions and provide the answers in a one or two page financial plan report.
Register for the free event
This session qualifies for 1 FP Canada-Approved CE Credit.Join us on Tuesday, September 17th, at 1pm ET for this exclusive online session that’s designed for Canadian Financial Advisors, Planners, and Investment Managers who want to learn more about efficiently answering their clients’ top 6 financial planning questions using the SnapShot, and providing clear, comprehensive responses in a streamlined one or two-page financial plan report.
Your Hosts
Alex Mercer
Senior Marketing Lead,
Snap Projections
Steve Arnott, CFP
Financial Planning Project Lead,
Snap Projections
The FP Canada CE Credit logo and QAFP marks are trademarks of FP Canada. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
What Advisors Already Using Snap Say
“Snap Projections is amazing. The follow up and offers of support are terrific. I fretted over 2 complicated income plans for three months. I signed on with Snap and now have concise and easy to read projections for my clients, each taking me less than an hour!”
Principal, David Cooke Wealth Counsellors
“I have tried many financial planning software packages over the last 20 years. I wanted financial planning software that provided accurate and meaningful output but was user friendly. Snap Projections was the first I have seen that provided these attributes to help me and my team run my financial planning business. I am very happy that I’m using Snap.”
“Snap Projections answers all the cash flow modelling questions we have thrown at it so far. It explains very well the essential cog in the financial planning gearbox that most other financial projections software completely miss – what do I need to do now and in the future to ensure I have the necessary cash flow to keep my household functioning. Finally, Snap is really easy to use.”
“Snap Projections so far has reduced my time to develop retirement projections to about a quarter (or less) of the time I used to spend with FP Solutions by CCH. It provides exactly what I need for my clients. Snap allows me to spend more time assisting my clients in moving forward instead of doing back office work. It will also allow us to track the annual progress.”
Clients, Partners & Affiliations
Who We Are
Snap Projections is a Canadian financial planning software platform. We help great Financial Advisors grow their assets under management and receive more referrals through effective financial planning.
Snap is easy to use, transparent, and provides Advisors with a high level of control and flexibility to ensure plans can be personalized. With Snap, you can show your clients their whole life on one page and instantly create multiple “what-if” scenarios. With industry-leading customer support, this platform has been designed with Advisors, for Advisors.
Join us for this virtual event on Tuesday, September 17th at 1pm ET.