NewRetirement courses can help you gain confidence as you create your plan by teaching you about the Planner, the planning process, and a wide variety of practical financial concepts in an approachable format.

8 Classes to Take Control of Your Financial Future

Add live classes to your PlannerPlus subscription. Learn alongside a cohort of like-minded planners, or proceed at your own pace with access to pre-recorded classes.

  • 8 classes designed to deepen your understanding of financial planning

  • 2 live Q&A events offered exclusively to class members

  • Full access to recordings of classes to review at your convenience

  • Access to personalized worksheets to enhance your understanding of course curriculum

Live Zoom Sessions and Access to Recordings Begin January 11, 2022

Tuesdays 1:00 EST

Tuesdays 7:00 EST

When you enroll in courses, you will receive an email that allows you to register for your preferred live sessions.

*Access to courses and materials will be available for up to 12 months while you maintain your PlannerPlus membership. Courses are non-refundable.


Getting Started

Lesson 1: Welcome, Introduction, and Values

Document Today’s Position

Lesson 2: Today’s Assets; savings and other assets, savings priorities and contributions

Lesson 3: Today’s Assets; home and real estate, debts

Lesson 4: Today’s Income; secure, variable, and excess income

Lesson 5: Today’s Expenses; recurring, one time, home and real estate, and healthcare expenses

Detail Tomorrow’s Potential

Lesson 6: Tomorrow’s Expenses; life’s phases, recurring, home and real estate, Medicare, and long term care expenses

Lesson 7: Tomorrow’s Income; Social Security, pensions, annuities, RMDs, savings drawdowns, and retirement paycheck

Lesson 8: See Where You Stand, Learn What Else is Possible, and Take Action

Q&A Sessions

Exclusive Question & Answer Sessions for Course Registrants

Course Materials

Each of our 8 lessons will be available online. In addition, you will have access to online worksheets and materials that deepen your understanding of each lesson.


About the Instructor

Nancy Gates

With a hunger to continue learning after her career as a Spanish teacher and department leader, Nancy immersed herself in the language of personal finance and has since completed a certificate in accounting, passed the FINRA SIE exam, and passed the NASAA Series 63, 65, and 66 exams.

Nancy is a wealth of knowledge and loves working with the NewRetirement community. You may meet her during Coaching Sessions, My Plan Demos, Office Hours, or in Live Plan Review Sessions.

When she’s not crunching numbers, Nancy might be found on a hiking trail or curled up with a good book. She’s also an avid traveler and “templer,” having visited sites such as Teotihuacán, Machu Picchu, and Angkor Wat.

Additional Thematic Courses Coming Summer 2022

There is always more to learn. Attend thematic courses that focus on specific areas of optimization in your plan.

Courses include:

  • Foundations of Personal Finance

  • Expense and Budgeting Planning

  • Introduction to Social Security

  • Introduction to Medicare

  • Introduction to the Affordable Care Act

  • Roth and Traditional Accounts; contribution choices and conversion strategies

  • Find a Fiduciary; navigating the financial services industry

  • Portfolio Strategies

  • Retirement Income Planning

  • Tax Strategies

  • Estate Planning

  • Gifting and Charitable Giving

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