NewRetirement Classroom

Boost your retirement know how

Book smart? Street smart? We want to help you be smart about your money and time. Our classes deliver the know how you need.

Explore our classes

8-Week Financial Planning Course: Live or Pre-Recorded

Intro to Planning Course

Getting comfortable with retirement security is not easy. That’s where the Build Your NewRetirement Plan Intro Course comes in.

This retirement planning course helps you explore the fundamentals of saving, spending, investing, and protecting your money as you increase your financial literacy, learn more about planning and how to use our Planner.

What's Covered In The Course

Week 1


We start by putting you at the center of the planning process as we get to know each other and talk about how your values impact the decisions you make when financial planning.

Week 2

Accounts & Saving Priorities

What accounts do you have today? Learn how different account types may benefit you as you identify your saving priorities and how they may evolve in the future.

Week 3

Home, Real Estate & Debt

Real estate and debt can have a huge impact on your financial situation. We explore how where you live may impact your financial future and methods for approaching debt management.

Week 4

Today’s Income

Income is about more than just your paycheck. Let’s take a look at various way you can make money, how you can make more, and how different types of income impact

Week 5

Today’s Expenses

Go beyond budgeting. Start thinking about your expenses framework. We’ll explore the various types of expenses and how to think about spending over years, not just months.

Week 6

Tomorrow’s Expenses

Imagining the future can be difficult. What will your expenses be 10 years from now? How about 20? We give you the knowledge you need to answer these questions so you

Week 7

Tomorrow’s Income

To plan for tomorrow’s expenses you need to know what your future income might be. We help you frame up what your options might be and help you think creatively about

Week 8

Explore Possibilities & Take Action

Our Planner is powerful. We take you through your options for discovering new opportunities and using it to monitor your progress as you put your plan into action.

16+ Classes: Live or Pre-Recorded

In-Depth Classes

Looking for more advanced learning? Our In-Depth Classes take you deep into topics like tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.

Financial education that’s easy
to understand and meaningful

Sure, you'll expand your financial vocabulary. But, more importantly, you'll really understand your money.

Live & Recorded Classes

Join live interactive zoom sessions (day or evening). Or, go at your own pace with our pre-recorded classes.

Class Guides

Always know what’s next and feel confident as you take steps toward building your financial plan.

Extra Q&A Sessions

Ask our experts your own questions and learn from your peers.

Apply What You Learn

Use the NewRetirement Planner to build a plan that you feel good about.


You won’t learn the “right” way to manage your finances. We’ll help you find your way.

Meet the instructors

Nancy Gates

Nancy is a wealth of knowledge and loves working with the NewRetirement community as an educator and coach. You’ll meet her during Office Hours, in Classes, and in Live Plan Review Sessions. Her goal is to educate and support you as you design your plan with complete confidence for today and for the future.

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 and has since completed a certificate in accounting, passed the FINRA SIE exam, and passed the NASAA Series 63, 65, and 66 exams.

In her free time
When she’s not crunching numbers, Nancy can be found on a hiking trail or curled up with a good book. She’s also an avid traveler and “templer,” having visited sites such as Teotihuacán, Machu Picchu and Angkor Wat.

Bruce Lorenz


Bruce Lorenz became a CFP® professional to help people achieve their financial goals, plain and simple. Regardless of where you’re at in life, Bruce’s expertise in a variety of topics from asset allocation to taxes and everything in between means you’ll get reliable advice informed by years of experience.
Bonus: Bruce’s experience in the healthcare industry and financial planning knowledge means he can help you navigate your Medicare choices and understand the options available.

He spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one-on-one with individuals and families, helping them plan for the future and live their best lives.
Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He’s also certified as a Fellow with the Healthcare Financial Management Association.

In his free time
He demonstrates his passion to help others by providing pro bono financial planning through a number of organizations assisting the underserved across the country. When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. He’s also an avid music lover and plays the piano.

Get Classes and the #1 Retirement Planning Software All in One Affordable Bundle

Unlock the full power of the planning with the most comprehensive DIY planning tool, plus live and pre recorded classes. It's time to feel more confident about your future.


$120 /year

Includes the 8-week Intro to Planning class, 16+ in depth classes, and live Q&A sessions each week.

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