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.

25
Sep

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


04
Oct

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: $0.00
Time: 10:00 AM


09
Oct

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: $0.00
Time: 01:00 PM


18
Oct

TRAK's Other Tools

This session will focus on several popular TRAK tools not covered in other training sessions. This may include the Interest Calculator, Stretch IRA and Roth Conversion tools with the potential to cover others as time allows. There will be time allotted for questions and answers. In order to register for the training please call RetireReady Solutions at (503) 831-1111 or email support@retireready.com.

Location: Webinar
Cost: $0.00
Time: 10:00 AM


01
Nov

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: $0.00
Time: 10:00 AM


06
Nov

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: $0.00
Time: 01:00 PM


15
Nov

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: $0.00
Time: 10:00 AM


20
Nov

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.

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