Join our expert staff — including Services Director Michelle Dash, our coaches, CFPⓇ Professional, and customer service experts — as well as fellow community members, for NewRetirement office hours on a regular basis as you build and enhance your Plan.
Daytime and evening webinars are held on a regular basis
Log on with Zoom and ask anything you want to know about how to use the tool. Or, just hang out and learn from everyone else’s questions!
Topics may include:
Answers to your questions
Detailed explanation of how to model your specific plan details
Explanation of the Planner’s operations and features
Guidance on how to get the most out of our planning tool
Financial literacy, personal finance, and financial wellness tips
Collaboration with other users
Demonstration of planner features
Newly released features
Features in development