CLASSROOM

Welcome to the Boldin Classroom

Explore these valuable educational opportunities, designed to help you gain a deeper understanding of financial planning and show you how to increase your wealth, security, and financial confidence. 
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Classes for every step of your financial journey

Welcome to Boldin

This is the best starting point for new users. A coach walks through a case study and tours the whole Boldin platform, so you see how the pieces fit together before entering your own numbers. It’s an open, drop-in session, and attendees are encouraged to bring questions.

Get Started Series

The Get Started Series is a nine-day video series that walks new users through building their first Boldin plan. Each lesson is about three minutes, so you can watch one a day or several at once. You’ll start with the Overview page and key assumptions, then move on to entering your accounts, income, expenses, healthcare and money flows.

In-Depth Classes

Explore 20+ recorded classes you can watch anytime, including the Get Started Series, Retirement Readiness and Account Types. Learn how to build your plan, prepare for retirement and understand each type of account. Join monthly Office Hours with Boldin Advisors to ask your questions.

Coach Testimonials

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I enjoyed our session and found it very helpful. Your sincerity in helping others truly shows, not only in this session, but in the classes that you hold for members.  
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Sue R.