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Upcoming Live Events

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Live classes offered daily

The Boldin Way to Plan

Drop into these daily classes and increase your confidence. Explore the fundamentals of saving, spending, investing, and protecting your money as you increase your financial literacy. Learn more about planning and how to use the Retirement Planner.
  • Overview of the software
  • Explanation of Planner operations and calculations
  • Guidance on entering your information
  • Demonstration of important features
  • Insights on assessing your results
  • Financial literacy, personal finance, and financial wellness tips

View Recent Sessions: The Boldin Way to Plan

LIVE SESSIONS offered ON A REGULAR BASIS

Office Hours

Join these Q&A sessions to learn from the Boldin team and your peers.
  • Explanation of Planner operations and features
  • Information on new and planned features
  • Answers to your questions
  • Collaboration with other users
  • Demonstration of the Roth Conversion Explorer
  • Financial literacy, personal finance, and financial wellness tips
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View Recent Sessions: Office Hours

Schedule a 1:1 Coaching Session
$250
PER SESSION

Course reviews

The features of Planner Plus are the most robust I've seen in a retirement planning tool. Also, the online classes, help articles and support are excellent. Finally, having the option to sign on with a CFP retirement planner who uses the Boldin planner is great!
Ken