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.
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Retirement Readiness Live Event Schedule
Weekly Live Sessions Begin January 31 at 2 PM EST
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What is in this course?
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Foundations of Personal Finance
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Expense and Budget Planning
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Tax Planning
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Roth Conversion Planning
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Find a Fiduciary
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Portfolio and Asset Allocation Strategies
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After tax Account Fundamentals
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Gifting and Charitable Giving
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Medicare and Long Term Care Planning
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Estate Planning
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Retirement Income Planning
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Social Security Fundamentals and Strategies
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Office Hours: Exclusive live question & answer sessions for course registrants are offered monthly
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.
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
Schedule a 1:1 Coaching Session
$175
Per Session