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

  • 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 developed to enhance your understanding of the course curriculum

When does the course begin?

The course is held quarterly. The next live session begins October 11, 2022.

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 beginning on the first day of your cohort.


When will the Live Zoom sessions occur?

Weekly live Zoom sessions will be offered on Tuesdays at 1:00 and 7:00 PM (EST) over 8 weeks.

How do I sign up for the Live Zoom sessions?

You will receive links to register for the Live Zoom sessions when you enroll in the course.

Will the Classes also recorded?

Yes, the course content will be pre-recorded and available with your course materials on the first day of your cohort.


When will the Exclusive Live Q&A sessions occur?

Exclusive live Q&A sessions are offered the first Thursday of every month at 1:00 and 7:00 PM (EST).

How do I sign up for the Exclusive Live Q&A sessions?

You will receive links to register for the Live Q&A sessions when you enroll in the course.

Will the Exclusive Live Q&A sessions be recorded?

No, we do not record and distribute live Q&A sessions, as they may contain personal information.


How do I enroll in the course?


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


May I attend the 1:00 and/or the 7:00 sessions?

Feel free to register for both time slots if you have a varying schedule and will need to attend a combination of the daytime and evening sessions.

How long do I have access to the course materials?

Access to courses and materials will be available for up to 12 months from your initial cohort date while 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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