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Upcoming Live Events

All events are in EST

Special Office Hours: Taxes in Retirement

March 4th, 2026, at 7 PM EDT

Join us for a special Office Hours devoted to the topic of estimating and paying taxes in retirement.
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
  • Engaging case studies
  • Demonstration of important features
  • Insights on assessing your results
  • Financial literacy, personal finance, and financial wellness tips

Recent & Upcoming Sessions

LIVE Q&A with the boldin team

Office Hours

Join these Q&A sessions to learn from the Boldin team and your peers.
  • Support for new members
  • Power Planner sessions for complex situations
  • Real-time guidance on Roth conversions in your Bolidin Plan
  • Live Events focused on important planning themes
  • Demonstration of new features
  • Ask the questions that matter most to you
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Recent & Upcoming Sessions

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