Course Series

Financial  Wellness

In our Financial Wellness series you will learn financial fundamentals, explore important financial decisions, and discover ways to have healthy conversations about finances with the important individuals in your life.
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Course reviews

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"it's ... obvious the team is devoted to making incremental improvements. The classes are marvelous."
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Boldin Student
Meet the instructor

Nancy Gates

Nancy joined the Boldin 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 educate and support the NewRetirement community and others in building financial literacy and improving their financial wellness. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.
Schedule a 1:1 Coaching Session
$250
per session