Course Series

Financial  Wellness

In our Financial Wellness series you will learn financial fundamentals, explore important financial decisions, and discover ways to have healthy conversations about finances with the important individuals in your life.
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NEwREtirement academy Membership

Total Course Access

In Depth Courses 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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Course reviews

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Love the structure ... I leave each session more motivated to invest the time and energy in using the Planner to good advantage. I couldn't be a more satisfied customer of NR at this point.
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NewRetirement Student
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.
Schedule a 1:1 Coaching Session
$175
per session