What is the course?

Getting your hands around your finances is not easy and that’s where this course comes in. We've designed this course to support you in getting your hands around your finances, preparing for a secure financial future, and eliminating those doubts and worries. In this 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 Course include?

  • Monthly live Zoom classes designed to deepen your understanding of personal finance, financial planning, and retirement 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


What topics are included in the course?

★ January: Foundations of Personal Finance

★ February: Budget and Expense Planning

★ March: Tax Planning

★ April: Roth Conversion Planning

★ May: Find a Fiduciary; Navigating the Financial Services Industry

★ June: Portfolio and Asset Allocation Planning

★ July: After Tax Account Fundamentals

★ August: Gifting and Charitable Giving

★ September: Medicare and Long-Term Care Fundamentals

★ October: Estate Planning

★ November: Retirement Income Planning

★ December: Social Security Fundamentals and Strategies

Additional Courses

★ Prevent Identity Theft

★ Establish and Maintain Your Credit

★ Home Ownership

★ Introduction to the Affordable Care Act


When does the course begin?

The course will be offered on monthly on the second Wednesday of the month at 7:00 PM (EST).

How do I access the course materials and Zoom Links if I am already enrolled in the course?

Navigate to the Thematic Course Collection and access the Student Information page.


How do I enroll in the course?

How do I 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?

Live Zoom sessions will be offered monthly on the second Wednesday of the month

at 7:00 PM (EST).

How do I register 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 be recorded?

Yes, the course content will be pre-recorded and available with your Course materials.

Will the Live Zoom sessions also be recorded?

No, we do not share live session recordings due to the personal nature of the comments.


When will the Exclusive Live Q&A sessions occur?

Exclusive Live Q&A will be offered monthly on the third Thursday of the month at 6:00 PM (EST).

How do I register 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 Exclusive Live Q&A sessions, as they may contain personal information.


How long do I have access to the course materials?

Access to courses and materials will be available for up to 12 months while you maintain your PlannerPlus membership.


Have another question or need more help?

This article details a variety of ways our Services Team can support you.

You can always message our service desk through the chatbot located toward the bottom right of the Planner.

Did this answer your question?