NewRetirement Live Events
Learn With Us
Join the DIY planning community to share best practices and discuss financial strategies to help you achieve your goals.
NewRetirement live events happen all the time! Check back often to see what you might be interested in.
Ensure your plan is accurate. Join NewRetirement office hours for a guided walkthrough of how to configure your plan and see what is included in PlannerPlus. Ask modeling questions live (as time permits). My Plan free demos are held weekly.
Every Thursday 1 PM EST / 12 PM CST / 10 AM PST
What’s the difference between retirement and Financial Independence? ChooseFI’s community leader, Stephen Heptig, will join NewRetirement to discuss similarities in Retirement and Financial Independence goals and talk strategies that allow you to take control of your time and money.
Past Event – Thursday, October 15th
Guest panelist Allan Roth, wealth advisor, author of “How a Second Grader Beats Wall Street,” and a frequent contributor to the Wall Street Journal, Forbes, Financial Planning magazine, and AARP, will join the NewRetirement team to tackle your questions about withdrawal strategies.
Past Event – Thursday, August 27th