Enroll in a NewRetirement Course

A personalized financial plan entails a holistic look at your entire financial picture and empowers you to align your personal values, priorities, and goals with your financial resources. Ensure that you're doing everything you should to get your hands around your finances, prepare for a secure financial future, and eliminate those doubts and worries.

Our courses help you get organized, see where you stand, learn how to do better, and identify the steps you can take to create the life you want today and in the future.

8 Classes to Take Control of Your Financial Future

Add live classes to your PlannerPlus subscription and join NewRetirement’s 8-week class, “Build Your NewRetirement Plan.

Our 8-week “Build Your NewRetirement Plan” course is designed to guide and support you through the process of building a personalized financial plan using the platform. In digestible weekly lessons our plan experts will guide you through plan setup, demonstrate how to best use the Planner, educate you on the financial planning process, and address your questions and concerns.

Deepen your understanding of the process 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

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

  • Full access to pre-recorded lessons to review at your convenience

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

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*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 Live Question & Answer sessions for course registrants are offered the first Thursday of every month.

Course Materials

Each of our 8 lessons will be pre-recorded and 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.

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