BUNDLE?

Thematic Classes

Build your financial literacy with our thematic courses
  • Live lessons
  • Q&A with the NewRetirement Team
  • Go at your own pace with pre recorded lessons
  • Access personalized worksheets
CONTENTS

What's included?

10% discount

This class will be a super easy introduction to getting started. For that reason we offer 10% discount!

Exceptional training methods

We guarantee an exceptional experience with flexible learning paths and professional guidance.

Video conferencing

Enhance your virtual programs by allowing your learners to access high-quality live sessions through desktop and mobile.

Engaging classes

This class will be a super easy introduction to getting started. For that reason we offer 10% discount!

Discuss with others

This class will be a super easy introduction to getting started. For that reason we offer 10% discount!

Drip feed courses

Scheduling of course content. Take courses in intervals or even on specific dates.
COURSE SERIES

Thematic Classes

Take your plan to the next level as you learn about important concepts such as tax planning, portfolio and and asset allocation strategies, building your income plan, and meeting your goals for spending, stewardship, legacy, and asset transfer. Ensure that your plan is founded on sound financial principles and that your loved ones are protected, informed, and able to carry on the plan.