Financial Advisor Webinars

Back by popular demand for June:

Learn how Advisors are using the planning process to strengthen client relationships

— Join us on Tuesday, June 23, 2026, at 1pm ET —

Most Advisors know financial planning matters—but far fewer are using it as a consistent, scalable way to deepen relationships and drive growth.

Join us to learn actionable planning strategies, including:

📊 Learn how Advisors are currently using financial planning in practice to strengthen and expand client relationships.

🧐 Learn how to create multiple what-if scenarios, including current plans and recommended strategies, to help clients make informed decisions.

📈 Explore resources and features to convert prospects, retain clients, and generate referrals through real-life examples.

🎯 Review client plans to assess retirement readiness and perform stress testing to guide meaningful conversations.

Bonus: you’ll also get a sneak peek at the brand new Automated Financial Recommendations tool that can instantly answer questions such as, “When should I take my government benefits?”

Show options and optimize client outcomes with Lifestyle and Financial Recommendations. Instantly answer questions such as, “When should I take my CPP?” with transparency and control over the plan.

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, June 23rd, at 1pm ET, for an online session that’s designed for Canadian Financial Advisors, Planners, and Investment Managers.

Please note: this session is back by popular demand! If you attended the previous session with the same title in May, you will be ineligible to reclaim CE Credit for this session. If you are unsure if you already attended this session, send us an email and we will check for you.

Your Hosts

Alex Mercer

Senior Marketing Lead,
Snap Projections

Steve Arnott, CFP

Financial Planning Project 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

The best way to enhance your practice is to learn actionable strategies you can implement immediately with your clients. Our webinars provide clear, practical approaches that help you increase assets under management and attract quality referrals. Join us to discover proven methods for delivering more value to your clients while growing your practice.

Address client questions with confidence

Pre-retiree clients often have complex questions about their financial future. Having the right tools and strategies helps you provide clear, confident answers backed by data. Show your clients exactly how different choices could impact their retirement with easy-to-understand visuals and comprehensive analysis. When you can quickly address their concerns with transparent insights, you strengthen your role as their trusted Advisor and demonstrate the value of your expertise.

In this chart, we are comparing two scenarios. In the year 2049 when John is 84, we can see the inflection point of the two plans showing the same personal estate after tax value. If John lives longer than 84, we can see that the alternative scenario of delaying CPP until age 70 is more beneficial.

Build financial projections and compare options for pre-retiree clients

With Snap Projections, you can model multiple financial scenarios on one page for your pre-retiree clients. As a result, you can analyze the potential impact of different strategy outcomes.

Register for the upcoming CE-accredited financial planning webinar now

Register 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.

Understand the essential tasks and responsibilities of independent Financial Advisors in building trust and delivering value.

How to answer the client question: Is it better to take the commuted value of my pension?

January 28, 2025
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.

Watch the Webinar

Pre-retirement planning: Answer client questions by comparing scenarios to optimize outcomes

December 10, 2024
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.

Watch the Webinar

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!”

David Cooke CLU

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.”

Cam Forer, CFP

Investment Planning Counsel

“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.”

Lenore J. Davis, MA, CFP, RFP

Senior Partner, Dixon, Davis & Company, Chairman of the Institute of Advanced Financial Planners (IAFP)

“Snap has significantly helped our team with client retention, positioning and the ability to demonstrate the value of advice. In many cases, we provided projections for prospects who later decided to become our clients. If you are an advisor who values their time and looking for an efficient platform for financial planning, you will be crazy not to consider Snap Projections.”

Eric Thomson

Senior Financial Planner, Thomson Financial Partners, Assante Capital Management

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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, June 23rd, at 1pm ET.

Register Now

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..