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.

Office Hours Live Q&A

Technology is a wonderful thing, but what if you need to speak to an actual person?

Join our expert staff — including Services Director Michelle Dash, our coaches, CFP Professional, and customer service experts — as well as fellow community members, for NewRetirement office hours on a regular basis as you build and enhance your Plan.

Daytime and evening webinars are held on a regular basis

Log on with Zoom and ask anything you want to know about how to use the tool. Or, just hang out and learn from everyone else’s questions!

Topics may include:

  • Answers to your questions 
  • Detailed explanation of how to model your specific plan details
  • Explanation of the Planner’s operations and features
  • Guidance on how to get the most out of our planning tool
  • Financial literacy, personal finance, and financial wellness tips
  • Collaboration with other users
  • Demonstration of planner features
    • Newly released features 
    • Features in development
    • User requests

Register Now (Free)

New Video Format My Plan Demo

Ensure your plan is accurate. Access the NewRetirement help center for guided walkthroughs of how to get started and configure your plan. Then, attend a Live Q & A event to talk with NewRetirement experts.

My Plan Demos

Upcoming Webinars

Webinar Ask Me Anything (AMA): Inflation

Should you worry about rising inflation? Will it stay? Guest panelist Cullen Roche, Founder and Chief Investment Officer of Discipline Funds, will join the NewRetirement team to answer your questions about inflation. Learn what you can do to mitigate risk while managing your investments and planning for future.

Thursday, June 23, 2022

10:30 AM PST | 11:30 AM MST | 12:30 PM CST | 1:30 PM EST

Register Now (Free)

Past Webinars

Webinar Ask Me Anything (AMA): Introduction to Medicare

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.

Webinar Ask Me Anything (AMA): Donor-Advised Funds and Roth Conversions

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.

Webinar Ask Me Anything (AMA): Solo 401(k)s

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

Past Event Recording

Webinar Ask Me Anything (AMA): Nearing Retirement

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

Past Event Recording

Webinar Ask Me Anything (AMA): The Simple Path to Wealth with JL Collins

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

Past Event Recording

Webinar Ask Me Anything (AMA): Planning Tips for 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

Past Event Recording

Webinar Ask Me Anything (AMA): Financial Independence

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.

Disclaimer: The content, calculators, and tools on are for informational and educational purposes only and should not be construed as professional financial advice. 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.

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