4 Financial Planning Questions That Will Help Your Clients Prepare For The Unexpected
— Join us on Tuesday, October 17th, 1pm ET —
During this virtual financial planning event, we are going to model 4 common life events that have the potential to derail a financial plan when they haven’t been considered and planned for. Because what happens when life deviates from the plan — either intentionally or unexpectedly?
For this session’s Case Study, you will learn how to build a base financial plan & model 4 common stress inducing planning topics:
- What will it look like if your client’s rate of returns are variable or lower than expected?
- What will happen if your client’s income or savings are lower than expected?
- What could happen if your client is forced to take time off work?
- What if your client wants to retire early?
Register for the free event
This financial planning session has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit.Join us on Tuesday, October 17th, at 1pm ET for this exclusive online session that’s designed for Canadian Financial Advisors, Planners, and Investment Managers to learn how to quickly and effectively address and support these potential life events for their clients.
You will learn how to easily model multiple “what-if” scenarios to ensure your clients’ plans have been adequately stress tested to identify gaps that need to be discussed.
There will be a special offer for those in attendance and a replay will be sent out to all registrants if you are unable to make the live session.
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.”
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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, October 17, 2023, at 1pm ET.