live event

Demo: Learn More About PlannerPlus

Join the NewRetirement  Financial Wellness Team for an introduction to financial planning and a demonstration of PlannerPlus.
  • Discover why a financial plan is for everyone
  • Learn the essential steps to creating your plan
  • Understand how to evaluate your plan 
  • Explore strategies to improve your plan
  • Collaborate with other users
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Meet the TEAM

NewRetirement's Financial Wellness Team

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.

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.
Schedule a 1:1 Coaching Session