Loading Events

« All Events

  • This event has passed.

Quick Gap Calculator

December 2, 2019 @ 2:00 pm - 3:00 pm EST

Register in advance for this webinar:

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.

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

Details