Financial Advisor Webinars
Improve client outcomes with Monte Carlo analysis.
— Join us on Tuesday, September 22nd, 2026, at 1pm ET —
Financial plans are built around assumptions, but the future will not follow a single path. Monte Carlo helps Advisors understand how a plan performs across a range of possible market outcomes—not to predict the future, but to understand how resilient the plan is and what decisions may be needed if things don’t go as expected.
During this webinar, you will learn how to:
📊 Understand the range of potential future outcomes based on market return and inflation variability.
🧐 Understand ways to summarize and present this uncertainty (e.g., probability of success, magnitude of outcomes).
📈 Identify proactive options to reduce downside risk (e.g., changing asset allocation, delaying government benefits).
🎯 Provide future options that the client can use to adjust the plan if required (e.g., downsizing home, reducing spending).
Register for the free event
This financial planning webinar has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit.
Join us on Tuesday, September 22nd, at 1pm ET, for a CE-accredited webinar for Canadian Financial Advisors, Planners, and Investment Managers.
Monte Carlo creates an opportunity to explore those decisions while the client still has choices. If a plan deteriorates in the future, the options available to the client may become more limited—and may require changes they would not be comfortable making.
By exploring different futures today, Advisors can identify proactive changes the client would prefer to make now rather than waiting until circumstances force them to react.
It turns uncertainty into a practical planning conversation:
“What could happen, what choices would we have, and are there changes we’d rather make now while we still have more options?”
Your Hosts
Alex Mercer
Senior Marketing Lead
Snap Projections
Steve Arnott, CFP
Senior Operations Lead
Snap Projections
This financial planning session has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit.
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.
Maximize your financial planning knowledge with our webinars for Financial Advisors
Address client questions with confidence
Build financial projections and compare options for pre-retiree clients
Register for the upcoming CE-accredited financial planning webinar now
In Case You Missed It
We know how busy your schedule can get. That’s why we have made our past webinars available for on-demand viewing.
How to answer the client question: Is it better to take the commuted value of my pension?
Join Steve and Alex for this niche financial planning webinar that tackles one specific retirement planning question. Advisors will learn how to easily answer this question, compare outcomes, and produce a one-page summary report.
Pre-retirement planning: Answer client questions by comparing scenarios to optimize outcomes
Join Alex and Steve from Snap Projections to learn how you can easily answer your clients’ top 6 financial planning questions and automatically produce charts that compare options.
What Advisors Already Using Snap Say
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 22nd, at 1pm ET.
FAQs about Financial Advisor webinars
Are webinars recorded for later viewing?
Yes, all of our webinars are recorded and available for later viewing on our blog and YouTube channel. This allows you to learn at your own pace and revisit key concepts whenever needed.
Can I ask questions during the webinar?
Absolutely! One of the key benefits of our financial planning webinars is the opportunity to engage directly with the presenters. You can ask questions during the session to have your specific concerns addressed, helping you gain deeper insights into the subject matter. Presenters always maintain a minimum of ten minutes for Q&A at the end of the webinars.
How can I register for a webinar?
Registering for our webinars is simple. Just visit the top of this page where you can register for the next webinar. Complete the registration form, and you’ll receive a confirmation email with all the information you need to join the webinar.
What topics do your webinars typically cover?
Our webinars focus on practical strategies and solutions that matter most to Canadian Financial Advisors. Topics include retirement planning techniques, tax optimization strategies, estate planning considerations, and practice management insights. Each session is designed to provide actionable takeaways that you can implement with your clients right away..
