Free CLASSES!

Welcome to the NewRetirement Classroom

Sample our valuable educational opportunities, designed to help you gain a deeper understanding of financial planning and show you how to increase your wealth, security, and financial confidence. 
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PlannerPlus Membership

Build Your NewRetirement 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. 
1
plannerplus Membership
8
Live
Classes

2
LIVE Q&A
Events

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NEwREtirement academy Membership

Total Course Access

Thematic 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
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

Coach Testimonials

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I enjoyed our session and found it very helpful. Your sincerity in helping others truly shows, not only in this session, but in the classes that you hold for members.  
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Sue R
California