NewRetirement Courses

Explore these 2 valuable educational opportunities, designed to help you gain a deeper understanding of financial planning and show you how to increase your wealth, security, and financial confidence.

Want to sign up for classes and gain access to PlannerPlus?

Explore your options here.


Intro: Build Your NewRetirement Plan

8 Weeks to Take Control of Your Financial Future!

This 8-week 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.

Join NewRetirement’s 8-week course, Build Your NewRetirement Plan, and 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. The 8-week series begins quarterly and live sessions are offered Tuesdays at 1:00 and 7:00 PM (EST).

The next live session begins July 12, 2022.

Course includes:

  • 8 weekly live classes designed to deepen your understanding of financial planning

  • Exclusive monthly live Q&A events to address your personal questions

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

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

Our expert staff will give you the knowledge and skills you need to gain confidence in your plan and ensure that you’re doing everything you should to prepare for a secure financial future in our approachable weekly lessons and Live Q&A sessions. Exclusive live Q&A sessions are offered the first Thursday of every month at 1:00 and 7:00 PM (EST).

Learn more about Build Your NewRetirement Plan. Make the most of your NewRetirement subscription when you enroll in Build Your NewRetirement Plan.


Thematic: 16 Classes to Deepen Your Understanding of Financial Planning

Enroll in thematic classes and take your plan to the next level as you learn about important concepts such as tax planning, portfolio and and asset allocation strategies, building your income plan, and meeting your goals for spending, stewardship, legacy, and asset transfer. Ensure that your plan is founded on sound financial principles and that your loved ones are protected, informed, and able to carry on the plan.

Planning experts will educate you on the essential concepts of personal finance, from establishing a financial infrastructure to planning Roth Conversions and Retirement Income.

Join a new live class each month, and 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.

The live classes are offered on an ongoing basis the second Wednesday of every month at 7:00 PM EST.

Course includes:

  • A year of courses delivered live monthly, devoted to the essential principles of financial literacy and financial planning

  • Exclusive monthly live Q&A events to address your personal questions

  • Full access to 16 pre-recorded lessons to review at your convenience

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

In our approachable monthly lessons and Exclusive Live Q&A sessions, our expert staff will give you the knowledge and skills you need to take action towards the life you dream about.

Exclusive live Q&A sessions for course registrants are held the third Thursday of every month at 6:00 PM EST.

Learn more about Thematic Classes. Make the most of your NewRetirement subscription when you enroll in Thematic Classes.


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