Training Schedule

To register for a training webinar, please email support@retireready.com or call 503-831-1111. All webinars are free for registered users of our retail software products.

18
Dec

TRAK for Federal Employees

TRAK's Gap Analysis tool is an excellent tool for engaging federal employees! TRAK can illustrate CSRS, CSRS-Offset and FERS, along with TSP, FEGLI and Federal LTC insurance. This session will focus on how to use TRAK with federal employees, and provide them with a retirement benefit analysis.

Location: Webinar
Cost: $0.00
Time: 01:00 PM


27
Dec

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: $0.00
Time: 10:00 AM