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. 
  • Go at your own pace with pre recorded lessons
  • Personalized worksheets and activities
Next live session begins January 10, 2024
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Retirement Readiness Live Event Schedule

Weekly Live Sessions Begin January 10, 2024 at 2 PM EST

  • January 10 Foundations of Personal Finance
  • January 17 Budget and Expense Planning
  • January 24 Find a Fiduciary; Navigating the Financial Services Industry 
  • January 31 Portfolio and Asset Allocation Planning
  • February 7 Social Security Fundamentals and Strategies 
  • February 14 Medicare and Long-Term Care Fundamentals 
  • February 21 Retirement Income Planning 
  • February 28 Tax Planning

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.
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. 
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

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.
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