Steps to create your NewRetirement Plan

This article provides and overview of the important steps to create your Plan with support from our team along the way.

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Creating a plan is a multi faceted process. Please reference this list as a guide to the steps as well as the support available to you along the way.

Step 1: Create an account

Step 2: Gather your information

Step 3: Complete the onboarding process

Step 4: Join the Community on Facebook

Step 5: Watch the Get Started video series

Step 6: Enter the Classroom and attend Build Your NewRetirement Plan

Step 9: Enter the Classroom and attend Thematic Courses (coming in 2022)

Step 11: Manage your plan and sustain your results

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