FAQs

Classroom FAQs

Wondering how to access your courses? Learn more below.

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Frequently asked questions

How do I attend the Live Sessions?

You may register for session and join the event from the Zoom links provided throughout the Classroom.

How do I view the pre-recorded classes, personalized worksheets and interactive videos?

Navigate to the course, then open the course player on the left menu to view the pre-recorded classes, personalized worksheets and interactive activites.

Am I able to register for live events and save the live events to my calendar?

Yes. You may save the events to your calendar from the Zoom links provided throughout the Classroom.

How long do I have access to the course materials?

You will have access to the course materials as long as you maintain your subscription.
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PlannerPlus Membership

Enroll in Build Your 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.

The next live session runs from October 11th - November 29th. Join any time during the session.
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NEwREtirement academy Membership

Complete Course Access

In-Depth 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. 
1
PLANNERPLUS MEMBERSHIP
16+
FINANCIAL COURSES
MONTHLY 
Live Classes and Q&A Events
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Meet the TEAM

NewRetirement's Services Team


Michelle Dash

Michelle is the Director of Product Services at NewRetirement. She manages the customer support, education, and services to help you prepare for financial independence and make smarter choices for retirement.
Michelle's goal is to broaden the reach of financial education and empower you to take control of financial decisions.

Nancy Gates

Nancy is a wealth of knowledge and loves working with the NewRetirement community as an educator and coach. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.
Nancy's goal is to educate and support you as you design your plan with complete confidence for today and for the future.
Schedule a 1:1 Coaching Session
$175
PER SESSION