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
Meet the TEAM
NewRetirement's Financial Wellness Team
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.
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.