INTRO SERIES
Intro Class Lesson 1
Welcome and Introduction
Experience the NewRetirement Classroom with Lesson 1 of our Build Your NewRetirement Plan intro course.
In this introductory lesson you’ll get to know the NewRetirement team and philosophy, learn about the NewRetirement Method, and explore the benefits of creating a holistic financial plan. Plus, we’ll help you contemplate a few of the non-financial influences that play a role in financial planning so that you understand why your values matter when you are creating a personalized plan.
In this introductory lesson you’ll get to know the NewRetirement team and philosophy, learn about the NewRetirement Method, and explore the benefits of creating a holistic financial plan. Plus, we’ll help you contemplate a few of the non-financial influences that play a role in financial planning so that you understand why your values matter when you are creating a personalized plan.