Financial Advisor Webinars

From Client Meeting to Confident Recommendations: A Live Financial Planning Case Study

— Join us on Tuesday, November 10th, 2026, at 1pm ET —

Build better financial plans, faster, and deliver more value to your clients.

Through a practical case study, you will learn how to:

📊 Stress test plans using Monte Carlo

🧐 Compare multiple strategies

📈 Identify opportunities with Financial Recommendations

🎯 Present clear, client-friendly reports

Join us for a practical, case-study-driven webinar where you’ll learn how to stress test retirement plans using Monte Carlo, compare strategies to identify better client outcomes, uncover opportunities with Financial Recommendations, and present clear, client-friendly reports. Discover practical ways to make your planning process more efficient, strengthen client conversations, and help clients make more confident financial decisions.

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Visual chart comparing 3 different scenarios of financial projections over time

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This financial planning webinar has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit.

Join us on Tuesday, November 10th, at 1pm ET, for a CE-accredited webinar for Canadian Financial Advisors, Planners, and Investment Managers.

See how to build better financial plans, faster.

Through a practical Case Study, discover how to compare strategies, identify opportunities with Financial Recommendations, stress test plans using Monte Carlo, and present clear, client-friendly reports.

Your Hosts

Alex Mercer

Senior Marketing Lead
Snap Projections

Dan McCallum, CFP

Senior Customer Success Specialist
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

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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, November 10th, at 1pm ET.

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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..