Build Financial IQ and Confidence – Educational Courses

Building Financial IQ and Confidence
NewRetirement provides a series of courses designed to guide and support users through the process of building a personalized financial plan using the platform. In digestible weekly lessons, plan experts guide users through plan setup, demonstrate how to best use the system, educate users on the financial planning process, and address their questions directly.
NewRetirement helps individuals get organized, see where they stand, learn how to plan better, and identify the steps they can take to create the life they want today and in the future.
“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.”
Meaningful Educational Content
Course participants gain confidence in their plan while increasing their understanding of financial planning and learning more about a wide variety of financial concepts.
Individuals join live classes to learn alongside a cohort of like-minded planners, or proceed at their own pace with access to pre-recorded classes.
  • Live classes designed to guide users in plan setup and deepen participants’ understanding of financial planning
  • Monthly live Q/A events offered exclusively to class members
  • Full access to pre-recorded lessons to review at their convenience
  • Access to personalized worksheets to enhance understanding of course curriculum

Additional Courses Coming Soon
When end users attend these thematic courses, plan experts educate them on specific financial literacy topics, planning concepts, and strategies in order to guide individuals in assessing their plan health, mitigating potential risks, finding opportunities, and sustaining their plan.
Courses include:
  • Foundations of Personal Finance
  • Advantages and Disadvantages of Home Ownership
  • Establishing and Maintaining Credit
  • Preventing Identity Theft
  • Expense Planning
  • Introduction to Social Security
  • Introduction to Medicare
  • Roth Conversion Strategies
  • Find a Fiduciary – Navigating the Financial Services Industry
  • Portfolio Strategies
  • Tax Strategies
  • Retirement Income Planning
  • Estate Planning
  • Gifting and Charitable Giving

End Users Love NewRetirement

“I really enjoy the articles about saving, investing and living in retirement.”

Steven P.

“I love the podcasts and articles. The site is just what I needed as it pulls all the different bits together and gives me confidence I am on the right track.”

Laurence D.

“Best retirement planning tool I've come across.”

Kevin R.

“Comprehensive, great support, ease of use, volume of options and charts”

Mary H.

“Love the ability to change projections and think it's a wonderful planner.”

Donna R.

“Most useful retirement planner I have used ever.”

Ty H.

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