INTRODUCTORY COURSE
8 Week Intro Course
Build Your NewRetirement Plan
This financial planning course helps you explore the fundamentals of saving, spending, investing, and protecting your money as you increase your financial literacy, learn more about planning and how to use our Planner.
Next Session begins Wednesday, September 13, 2023 at 7:00 pm EDT
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What is in this course?
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Lesson 1: Welcome, introduction, and values
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Lesson 2: Today’s Assets; savings and other assets, savings priorities and contributions
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Lesson 3: Today’s Assets; home and real estate, debts
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Lesson 4: Today’s Income; secure, variable, and excess income
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Lesson 5: Today’s Expenses; recurring, one time, home and real estate, and healthcare expenses
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Lesson 6: Tomorrow’s Expenses; life’s phases, recurring, home and real estate, Medicare, and long term care expenses
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Lesson 7: Tomorrow’s Income; Social Security, pensions, annuities, RMDs, savings drawdowns, and retirement paycheck
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Lesson 8: See where you stand, learn what else is possible, and take action
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Office Hours: Exclusive live question & answer sessions for course registrants are offered the first Thursday of every month at 1:00 and 7:00 PM (EST)
Build Your NewRetirement Plan Live Event Schedule
Live Lessons: Weekly sessions at 7 pm EST
Intro Course Live Office Hours: Monthly Sessions at 1pm and 7pm EST
PlannerPlus Membership
Build Your NewRetirement Plan
The Build Your NewRetirement Plan Course is a 8-week live course included with your PlannerPlus membership. Live classes are offered quarterly and all of the course material is available any time.
NEwREtirement academy Membership
Total Course Access
Thematic Classes empower you to 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 more.
Course reviews
These sessions are helpful as overviews of financial and retirement planning. Even more importantly, they’re an excellent way to learn about both the features and the limitations of the model.
Build Your NewRetirement Plan Participant
Schedule a 1:1 Coaching Session
$175
per session