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.
Lessons
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.
FAQs
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