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.

Tuesdays May 1 to June 26, 7 PM EST
No lesson June 19 in honor of Juneteenth

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Build Your NewRetirement Plan Live Event Schedule

Live Lessons: Weekly sessions at 7 pm EST 

  • May 1, 2024 Welcome and Introduction
  • May 29, 2024 Today's Expenses
  • May 8, 2024 Accounts and Assets
  • June 5, 2024 Tomorrow's Expenses
  • May 15, 2024 Home and Real Estate
  • June 12, 2024 Tomorrow's Income
  • May 22, 2024 Today's Income
  • June 26, 2024 See Where You Stand

No lesson June 19 in honor of Juneteenth

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

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
Meet the instructor

Nancy Gates

Nancy joined the NewRetirement team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. She has a passion for communication, educating and empowering others, and personal finance. Nancy’s goal is to educate and support the NewRetirement community and others in building financial literacy and improving their financial wellness. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.
Schedule a 1:1 Coaching Session
$250
per session