INTRODUCTORY

Build Your NewRetirement Plan
Lesson 1 Welcome and Introduction

In this lesson we welcome you to the NewRetirement community and this series, provide an overview of NewRetirement and the Planner, and contemplate a few of the non-financial influences that play a role in financial planning.
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Video

8+ hours in total

Material

100+ pages

Assessments

8+ challenges

Interactive Activities

8+ surveys
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.