NewRetirement Live Events
Learn With Us
Join the DIY planning community to share best practices and discuss financial strategies to help you achieve your goals.
NewRetirement live events happen all the time! Check back often to see what you might be interested in.
Ensure your plan is accurate. Join NewRetirement office hours for a guided walkthrough of how to configure your plan and see what is included in PlannerPlus. Ask modeling questions live (as time permits). My Plan free demos are held weekly on Zoom.
Most Thursdays 12 PM EST / 11 AM CST / 10 AM MST / 9 AM PST
First Monday evening of the month
Get questions answered. Join NewRetirement office hours to ask modeling questions live and hear questions from the community. Live Questions Office Hours are held weekly on Zoom.
Most Thursdays 1:30 PM EST / 12:30 PM CST / 11:30 AM MST / 10:30 AM PST
First Tuesday evening of the month
Upcoming Webinars
Past Webinars
Are you interested in learning about Medicare and its (quite large) effect on your financial plans?
We will review the four parts of Medicare and give you the knowledge to understand your choices and options with this governmental program with Bruce Lorenz, CFP®, MBA, FHFMA.
You’ll learn that there are three different times to sign up for benefits. Understand how financial planning strategies such as Roth Conversions, Health Savings Accounts, and Health Reimbursement Arrangements affect Medicare cost. See an actual example where a financial planning strategy had a surprising effect on Medicare premium expense.
Tuesday, November 9, 2021
The recording is not yet available, please check back later.
Are you looking for a way to convert more money to Roth accounts without increasing your income? Guest panelist Tyler Aubrey, CFP® at Define Financial will join the NewRetirement team to discuss a strategy that leverages Donor-Advised Funds and Roth Conversions to maximize your tax savings.
Thursday, October 14, 2021
The recording is not yet available, please check back later.
Are you interested in learning about Solo 401(k)s for owner-only businesses? The NewRetirement and Ubiquity Retirement + Savings teams will teach you how to use a Solo 401(k) as part of your retirement plan, early retirement distribution strategy, and Roth conversion strategy!
Thursday, September 23, 2021
The recording is not yet available, please check back later.
Are you wondering how to prepare for retirement? NewRetirement and Roger Whitney will discuss what to focus on when you, or someone close to you, are within 5 years of retirement. Roger is a CFP, podcast host, and passionate about helping people Rock Retirement!
Thursday, April 22, 2021
Are you wondering how to have a wealthy mindset in 2021? JL Collins’ offers easy-to-understand, effective tips, and resources to understand your finances with confidence. He is a straight shooter who shares his own experience on what works for investing and what to avoid.
Thursday, January 21, 2021
Are you overwhelmed with all the decisions you have to make about retirement? Do you want simple ways to move forward with confidence and clarity? Join us for “5 Valuable Planning Tips for 2021″ with Roger Whitney! Roger is the voice behind “The Retirement Answer Man” Podcast, a CFP for 25+ years and he wrote an entire book on how to “Rock Retirement!”
Thursday, December 10, 2020
What’s the difference between retirement and Financial Independence? ChooseFI’s community leader, Stephen Heptig, will join NewRetirement to discuss similarities in Retirement and Financial Independence goals and talk strategies that allow you to take control of your time and money.
Thursday, October 15, 2020
No recording is available. We apologize for the inconvinence.
Guest panelist Allan Roth, wealth advisor, author of “How a Second Grader Beats Wall Street,” and a frequent contributor to the Wall Street Journal, Forbes, Financial Planning magazine, and AARP, will join the NewRetirement team to tackle your questions about withdrawal strategies.
Past Event – Thursday, August 27, 2020