INTRODUCTORY COURSE
8 Week Intro Course
Build Your NewRetirement Plan
This course will help you get the most out of the NewRetirement platform. Increase your financial literacy and learn more about creating a comprehensive financial plan over 8 weeks with the NewRetirement Team.
Next live session begins May 1, 2024
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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
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
$250
per session