Enroll in NewRetirement's In-Depth Classes to Deepen Your Understanding of Financial Planning

Join us LIVE for 12 weeks of Retirement Readiness beginning Tuesday, January 31, 2023.

In-Depth Classes

Retirement Readiness, Financial Wellness & Account Types

Enroll in the In-Depth classes and take your plan to the next level as you learn about important concepts such as tax planning, portfolio 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.

Join live classes 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.

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

  • Each lesson includes live Q&A with the NewRetirement team 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 lessons including live Q&A, our expert staff will give you the knowledge and skills you need to take action towards the life you dream about.

Join us LIVE for 12 weeks of Retirement Readiness beginning Tuesday, January 31, 2023.

Want to upgrade to Plus and get access to all classes? Subscribe to PlannerPlus Academy here.

*Access to courses and materials will be available for up to 12 months while you maintain your PlannerPlus membership. Courses are non-refundable.

What courses are included?

Retirement Readiness

★ Foundations of Personal Finance

★ Budget and Expense Planning

★ Tax Planning

★ Roth Conversion Planning

★ Find a Fiduciary; Navigating the Financial Services Industry

★ Portfolio and Asset Allocation Planning

★ After Tax Account Fundamentals

★ Gifting and Charitable Giving

★ Medicare and Long-Term Care Fundamentals

★ Estate Planning

★ Retirement Income Planning

★ Social Security Fundamentals and Strategies

Financial Wellness

★ Money Talks

★ Money Decisions

★ Prevent Identity Theft

★ Establish and Maintain Your Credit

★ Home Ownership

★ Introduction to the Affordable Care Act

Account Types

★ 401k Accounts

★ 403b Accounts

★ 457 Accounts

★ Traditional IRA Accounts

★ Roth IRA Accounts

★ HSA Accounts

★ 529 Accounts

★ After-tax Accounts

Course Materials

Each of our 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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