LIVE SESSIONS

Office Hours

In these session the Boldin Team will discuss how to use the Boldin Planner to answer all of your financial wellness questions, explore ways to make better decisions and do better with your money, stay on track, and walk confidently on the path to financial wellness.
  • Explanation of Planner operations and features
  • Newly released features
  • Demonstration of the Roth Conversion Explorer
  • Answers to your questions
  • Financial literacy, personal finance, and financial wellness tips
  • Collaboration with other users
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Meet the TEAM

NewRetirement's Financial Wellness Team


Nancy Gates

Nancy joined the NewRetirement team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. She has a passion for communication, educating and empowering others, and personal finance.

Nancy’s goal is to Nancy’s goal is to support, educate, and empower you so you can feel confident in your financial decisions and enjoy the life you want to live.

Jean Allen

With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.

Jean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.

Rae DeBruyne

With strong analytical inclinations and desire for meaningful work making a difference in the lives of others, Rae enjoys exploring plans with users, guiding them through all the capabilities of the tool, and helping address their financial questions along the way.

She currently serves as a Financial Wellness Coach and Business Analyst at NewRetirement.