A guide on how to set up your plan in the Boldin Planner.
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Meet the instructor
Nancy Gates
Nancy has a lifelong passion for educating and empowering others around financial wellness. She joined the Boldin team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. Grateful for the opportunity to be a member of the Boldin team and community, her goal is to support you in leveraging the Boldin platform to its fullest potential, feel confident in your financial decisions, and enjoy the life of your dreams.
