COURSE series

Retirement Readiness

This series will explore important topics such as tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.
  • Go at your own pace with pre recorded lessons
  • Personalized worksheets and activities
Write your awesome label here.

Retirement Readiness Live Event Schedule

Weekly Live Sessions Begin May 1, 2024 at 2 PM EST

  • May 1 Foundations of Personal Finance
  • May 8 Budget and Expense Planning 
  • May 15 Find a Fiduciary; Navigating the Financial Services Industry 
  • May 22 Portfolio and Asset Allocation Planning 
  • May 29 Social Security Fundamentals and Strategies
  • June 5 Medicare and Long-Term Care Fundamentals
  • June 12 Retirement Income Planning
  • June 19 No lesson in honor of Juneteenth
  • June 26 Tax Planning

What is in this course?

  • Foundations of Personal Finance
  • Expense and Budget Planning
  • Find a Fiduciary
  • Portfolio and Asset Allocation Strategies
  • Social Security Fundamentals and Strategies
  • Medicare and Long Term Care Planning
  • Retirement Income Planning 
  • Tax Planning
  • Gifting and Charitable Giving
  • Estate Planning
  • Roth Conversion Planning

Course reviews

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.
NewRetirement Student
Meet the instructor

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.
Schedule a 1:1 Coaching Session
Per Session