Gap Analysis Calculator

Register in advance for this webinar:

This session will focus on the data entry and calculation 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. Then the reports in calculations will be reviewed. There will be time for questions and answers.

After registering, you will receive a confirmation email containing information about joining the webinar.