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Build Your NewRetirement Plan Course FAQs

This article answers frequently asked questions about the Build Your NewRetirement Plan course.

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

What is the Build Your NewRetirement Plan course?

Getting your hands around your finances is not easy. That’s where the Build Your NewRetirement Plan course comes in. We've designed this course to support you in building and enhancing your NewRetirement Plan. In the course you'll join Coach Nancy along with the NewRetirement Services team and a cohort of like-minded planners as you increase your financial literacy, learn more about PlannerPlus, and gain confidence in your plan.

What does the Build Your NewRetirement Plan course include?

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

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

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

When does the course begin?

The course is held on a regular basis.

Can I enroll after the cohort has begun?

Yes, you may enroll after the cohort has begun. You'll be able to attend the remaining live sessions and watch the recordings of the earlier sessions.

How will I be able to access the course materials?

You will be able to access the course materials in the Classroom section of PlannerPlus.


When will the Live Zoom sessions occur?

Weekly live Zoom sessions will be offered on Wednesdays at 7:00 PM (EST) over 8 weeks.

How do I sign up for the Live Zoom sessions?

You will be able to access the Zoom registration in the Classroom section of PlannerPlus.

Will the Classes also recorded?

Yes, the course content will be pre-recorded and available with your course materials in the Classroom section of PlannerPlus.



What are the contents of the Build Your NewRetirement Plan Course?

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


How long do I have access to the course materials?

Access to courses and materials will be available as long as you maintain your PlannerPlus membership.


How do I reach out and access support

NewRetirement has a Help Center which contains a wide variety of articles and videos describing and demonstrating plan operations and functions, as well as financial fundamentals. This article details a variety of ways that our Services Team can support you.


Have another question?

Message our service desk through the Planner.

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