Training Schedule

02
May

Quick Gap Calculator

The Quick Gap Calculator can quickly illustrate a client's retirement income shortfall (gap) and the amount of additional savings needed. The training will focus on the data input, working with both defined benefit (e.g. STRS/PERS) plans and defined contribution (e.g. 401k) plans. Training will focus on accessing other accounts, understanding the calculation pages and printing. There will be time for questions and answers.

Location: Webinar
Cost: $35.00
Time: 10:00 AM


09
May

Paycheck/1040 Analysis

This class will explain how to use the Paycheck calculator, including the Projection and 1040 Tax Analysis modules. We will also show how to match a client's paycheck, illustrate effects of various qualified plan contributions on take-home pay. This class also will cover how to use the Projections module to illustrate growth of contributions to retirement and distributions during retirement; and how to use the 1040 Tax Analysis module to find additional investment dollars for retirement. There will be time for questions and answers.

Location: Webinar
Cost: $35.00
Time: 01:00 PM


23
May

Gap Analysis: Data Entry

This session will focus on the Data Entry tab pages of the Gap Analysis Calculator. This will include: setting up the client and spouse, working with the various types of retirement plans (public pension systems, including state and federal, and defined contribution systems, including generic and custom). The class will also discuss working with additional accounts, and using the retirement income models. There will be time for questions and answers.

Location: Webinar
Cost: $35.00
Time: 10:00 AM


01
Jun

Gap Analysis: Calculations

This class will cover the Gap Analysis' calculations pages found in "Calculation" tabs in TRAK, and working with various retirement scenarios. The printing options will also be covered. There will be a time for questions and answers.

Location: Webinar
Cost: $35.00
Time: 01:00 PM