INTRODUCTORY

Build Your NewRetirement Plan
Lesson 8 See Where You Stand, Explore Opportunities & Take Action

In this culminating lesson we cover a lot of ground. We begin with an assessment of your plan and move on to explore multiple Planner functions designed to aid you in enhancing your plan. From there we support you in documenting your accountability plan, off-plan actions, and next steps to ensure that you're able to maintain and sustain your plan.
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Video

8+ hours for the series

Material

50+ pages for the series

Assessments

8+ challenges

Interactive Activities

8+ surveys
Meet the instructor

Coach Nancy

With a hunger to continue learning after her career as a Spanish teacher and department leader, Nancy immersed herself in the language of personal finance. She is a wealth of knowledge and loves working with the NewRetirement community. Ultimately, she wants you to design your plan with complete confidence for today and for the future. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.