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The Batch Processing class will cover all aspects of the Batch Paycheck and Batch Gap illustration tools, including importing client data, setting up a new employer file, and creating reports for each employee in a group. There will also be time allowed for your questions.
Location: Webinar
Cost: $0.00
Time: 10:00 AM
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: $0.00
Time: 01:00 PM
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: $0.00
Time: 10:00 AM