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Offer classes designed to guide and support people through the process of building a financial plan and making decisions about their money.
Whether someone is just getting started, or they’re confident with their money — we offer classes on a variety of topics that support people no matter where they’re at. We even offer an 8-week guided course to building a financial plan in a group setting with one of our financial wellness coaches.
Our learning management system lets people easily access the mode of learning that works best for them. People can attend live classes with like-minded people or go at their own pace with pre-recorded lessons.
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Every month our team offers live Q&A sessions over Zoom exclusively to class members.
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“I wasn’t sure what to expect from this course but I think it adds another dimension to financial planning and strategy that is beyond what I can learn on my own.” Rebecca
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Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes
only and are not investment advice. They apply financial concepts in a general manner and include
hypotheticals based on information you provide. For retirement planning, you should consider other
assets, income, and investments such as equity in a home or savings accounts in addition to your
retirement savings in an IRA or qualified plan such as a 401(k). Among other things, NewRetirement
provides you with a way to estimate your future retirement income needs and assess the impact of
different scenarios on retirement income. NewRetirement Planner and PlannerPlus are tools that
individuals can use on their own behalf to help think through their future plans, but should not be
acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial
services professional who has a fiduciary relationship with you before making any type of investment or
significant financial decision. NewRetirement strives to keep its information and tools accurate and up
to date. The information presented is based on objective analysis, but it may not be the same that you
find on a particular financial institution, service provider or specific product's site. All content,
tools, financial products, calculations, estimates, forecasts, comparison shopping products and services
are presented without warranty.