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?

  • Lesson 1: Welcome, introduction, and values
  • 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
  • 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
  • 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)

Each of our 8 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.

Build Your NewRetirement Plan Live Event Schedule

Live Lessons: Weekly sessions at 7 pm EST 

  • Wednesday, 4/12/2023
  • Wednesday, 5/10/2023
  • Wednesday, 4/19/2023
  • Wednesday, 5/17/2023
  • Wednesday, 4/26/2023
  • Wednesday, 5/24/2023
  • Wednesday, 5/3/2023
  • Wednesday, 5/31/2023

Intro Course Live Office Hours: Monthly Sessions at 1pm and 7pm EST 

  • Thursday, 5/4/2203
  • Thursday, 6/1/2023
  • Thursday, 7/6/2023

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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. 
plannerplus Membership


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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. 
Live Classes and Q&A Events
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Course reviews

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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.
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Build Your NewRetirement Plan Participant
Meet the instructor

Coach Nancy

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. She is a wealth of knowledge and loves working with the NewRetirement community. Ultimately, she wants you to design your plan with complete confidence for today and for the future. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.
Schedule a 1:1 Coaching Session
per session