Upcoming Live Events

RTX Exclusive Live Events

Join the NewRetirement Team for an Introduction to PlannerPlus and Financial Wellness
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Office Hours

All events are in EST.

Office Hours
New to NewRetirement

Learn more about NewRetirement

Office Hours
Power Planner

Dig Deeper into the NewRetirement Tool

Office Hours
Roth Conversion Q&A

Explore Roth Strategies and Features

Upcoming Live Courses for PlannerPlus

Build Your Retirement Plan

8-Week Intro Course

Build your plan with the NewRetirement Team

This course will help you get the most out of the NewRetirement platform. Increase your financial literacy and learn more about creating a comprehensive financial plan.

Wednesdays at 7 pm EDT through June 26
No lesson June 19 in honor of Juneteenth

Retirement Readiness

8 weeks to Retirement Readiness

Build your financial literacy and take your plan to the next level.

This series will explore important topics such as tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.

Wednesdays at 2 pm EDT through June 26
No lesson June 19 in honor of Juneteenth

Browse our courses

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.

Rae DeBruyne

Rae is a CFP® professional with 5+ years of experience in the financial planning industry, having previously worked at small fee-only planning firms. 
She currently serves as a Financial Wellness Coach and Business Analyst at NewRetirement.

With strong analytical inclinations and desire for meaningful work making a difference in the lives of others, Rae enjoys exploring plans with users, guiding them through all the capabilities of the tool, and helping address their financial questions along the way.
Schedule a 1:1 Coaching Session
$250
PER SESSION

Course reviews

These sessions are helpful as overviews of financial and retirement planning. Even more importantly, they’re an excellent way to learn about both the features and the limitations of the model.
NewRetirement Student