Training Schedule
Our weekly training webinars are free for registered users of the retail version of TRAK. The webinars cover different topics all aimed at helping you grow more proficient with TRAK and TRAK-Online. Click the tab for the corresponding training schedule.
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| Batch Processing 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. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 1/27/2021 | 10:00am PST | 1 hour | Register |
| 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. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 2/3/2021 | 10:00am PST | 1 hour | Register |
| 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. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 2/17/2021 | 10:00am PST | 1 hour | Register |
| 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. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 2/24/2021 | 10:00am PST | 1 hour | Register |
| Quick Gap Calculator The Quick Gap Calculator will quickly illustrate a client's retirement income shortfall (gap) and the amount of additional savings needed. Quick Gap training will include the data input, working with both defined contribution (e.g. 401k) and defined benefit (e.g. STRS/PERS) plans, accessing other accounts and understanding the calculation pages. There will be time for questions and answers. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 3/3/2021 | 10:00am PST | 1 hour | Register |
| Strategic Social Security The Strategic Social Security Calculator shows the best alternatives for planning a client and their spouse's options for starting their Social Security. The class will cover the data entry, selecting scenarios, and then comparing scenarios for the best options. We will also go over how to integrate Social Security with a retirement needs analysis in TRAK's Quick Gap or Gap Analysis Calculators. There will be a time for questions and answers. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 3/17/2021 | 10:00am PDT | 1 hour | Register |
| 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. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 3/24/2021 | 10:00am PDT | 1 hour | Register |
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| Paycheck/1040 Analysis for TRAK-Online 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. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 2/10/2021 | 10:00am PST | 1 hour | Register |
| Intro to TRAK-Online Gap Analysis This class will cover the Gap Analysis' data entry and calculations pages found in TRAK's online portal. It will also include all aspects of generating in page calculations and the creation of reports that can be either emailed or generated online. This class is not intended for the seasoned user of our desktop version of TRAK. There will be a time for questions and answers. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 2/18/2021 | 10:00am PST | 1 hour | Register |
| TRAK-Online Strategic Social Security The Strategic Social Security Calculator shows the best alternatives for planning a client and their spouse's options for starting their Social Security. The class will cover the data entry, selecting scenarios, and then comparing scenarios for the best options. We will also go over how to integrate Social Security with a retirement needs analysis in TRAK's Gap Analysis Calculator. There will be a time for questions and answers. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 3/10/2021 | 10:00am PST | 1 hour | Register |
| TRAK-Online's Batch Processing This class will explain how to create Batch Gap and Contribution Analysis reports for plan participant groups and the Participant Benchmark report for plan sponsors. We will demonstrate the entire process from importing a census file, to configuring report options, to printing or saving the generated reports. There will be time for questions and answers. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 3/18/2021 | 10:00am PDT | 1 hour | Register |
| TRAK-Online for Federal Employees This class will cover how to illustrate your clients federal benefits in the FERS, CSRS, or CSRS with offset plans in TRAK. In addition to the above we will also cover entering a clients Thrift Savings Plan, FEGLI, and the Federal LTC Insurance. There will be a time for questions and answers. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 4/7/2021 | 10:00am PDT | 1 hour | Register |
| Paycheck/1040 Analysis for TRAK-Online 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. *Please note that training webinars are free to those who purchase TRAK directly through RetireReady Solutions, and a select number provided by their broker/dealer. You will be contacted with more information if this webinar requires payment.* | 4/22/2021 | 10:00am PDT | 1 hour | Register |