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Upcoming Live Events

All events are in EDT

Special Office Hours: Live with Boldin Advisors

April 2nd, 2026, at 12 PM EDT

Back by popular demand, Office Hours Part 2 is here! We reviewed hundreds of questions from the Boldin community and identified 5 key retirement planning themes: Tax Planning & Roth Conversions, IRMAA & Healthcare Costs, Asset Allocation, Withdrawal Strategies, and Charitable Giving & Legacy.
Your First 4 Classes

Discover and Get Started

Everything you need to understand Boldin, get oriented, and build your first plan.
  •  Welcome to Boldin with Nancy See what's possible — real people, real plans, real results.
  •  How to Use Boldin Get oriented — see what Boldin can do and how to navigate the platform.
  •  Your Baseline Plan Get your baseline plan configured correctly with a Boldin Coach live and in real time.
  •  Scenarios Learn how to use Boldin to explore the "what ifs" that matter most to you.
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Learn Live from the Boldin Team

Office Hours

Boldin's Office Hours are live sessions where users can learn directly from Boldin coaches and advisors on a range of financial planning topics, including Roth conversions, taxes in retirement, scenario planning, and platform features. Each session offers an opportunity to get questions answered by the Boldin team in a supportive group setting.
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Recent & Upcoming Sessions

Schedule a 1:1 Coaching Session
$250
PER SESSION
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