Exclusive Live Office Hours

Join the NewRetirement Services team as well as fellow course members for NewRetirement office hours on a regular basis as you build and level up your plan. Log on with Zoom and ask anything you want to know about how to use the tool. Or, just hang out and learn from everyone else’s questions!
  • Answers to your questions
  • Explanation of Planner operations and features
  • Financial literacy, personal finance, and financial wellness tips
  • Demonstration of features newly released and in development
  • Collaboration with other users
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Meet the TEAM

NewRetirement's Financial Wellness Team

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.

Jean Allen

With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.

Jean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.