COURSE series

Retirement Readiness

Build your financial literacy and  take your plan to the next level with A Year of Personal Finance. This series will take you deep into topics like tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more. 
  • Q&A with the NewRetirement Team
  • Go at your own pace with pre recorded lessons
  • Personalized worksheets and activities

12 Live sessions offered weekly beginning January 31, 2023

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What is in this course?


  • Foundations of Personal Finance
  • Expense and Budget Planning
  • Tax Planning
  • Roth Conversion Planning
  • Find a Fiduciary
  • Portfolio and Asset Allocation Strategies
  • After tax Account Fundamentals
  • Gifting and Charitable Giving
  • Medicare and Long Term Care Planning
  • Estate Planning
  • Retirement Income Planning
  • Social Security Fundamentals and Strategies
  • Office Hours: Exclusive live question & answer sessions for course registrants are offered monthly

Each of our lessons will be pre-recorded and available online. In addition, you will have access to online worksheets and materials that deepen your understanding of each lesson.

Retirement Readiness Live Event Schedule

Weekly Live Sessions Begin January 31 at 2 PM EST

  • 1/31 Foundations of Personal Finance
  • 2/7 Budget and Expense Planning
  • 2/14 Tax Planning
  • 2/21 Roth Conversion Planning
  • 2/28 Find a Fiduciary; Navigating the Financial Services Industry 
  • 3/7 Portfolio and Asset Allocation Planning
  • 3/14 After Tax Account Fundamentals 
  • 3/21 Gifting and Charitable Giving
  • 3/28 Medicare and Long-Term Care Fundamentals 
  • 4/4 Estate Planning
  • 4/11 Retirement Income Planning
  • 4/18 Social Security Fundamentals and Strategies
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

Course reviews

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These sessions are so useful and the interactive question portions often prompts other follow-on questions. Great product, great instruction, and support folks. Keep up the excellent work. Love this product.
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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