Retirement Planning Webinar
Answer a client’s question of
“Is it better to take the commuted value of my pension?”
— Join us on Tuesday, January 28th at 1pm ET —
When your pre-retiree clients have questions, what is your process to provide answers and options?
During this hour, together we will:
💡 Build a full financial plan from scratch
🤩 Create multiple scenarios, including a plan with a DBPP and one with a commuted value
🧐 Compare the scenarios across a range of important and customizable metrics
📊 Evaluate the exposure each projection has to market volatility to help create the most informed comparison possible
🎯 Build and present a digestible and actionable report to help the client move forward
Register for the free event
This session will be submitted for CE Credit approval once the program resumes accepting applications in the New Year.Join us on Tuesday, January 28th, at 1pm ET for this exclusive online session that’s designed for Canadian Financial Advisors, Planners, and Investment Managers.
Your Hosts
Alex Mercer
Senior Marketing Lead,
Snap Projections
Steve Arnott, CFP
Financial Planning Project Lead,
Snap Projections
This financial planning session will be submitted to FP Canada for the usual CE Credits Snap Projections webinars offer, when they resume accepting applications in the New Year. At this time, we cannot guarantee the session will be approved.
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, January 28h at 1pm ET.