PlannerPlus
$144/year
Includes the 8-week Intro to Planning class, 16+ in depth classes, and live Q&A sessions each week.
Sign up for PlannerPlusBoldin Classroom
Online Retirement Planning Classes & Financial Education
Our online retirement planning classes and financial planning courses cover Social Security, tax strategies, withdrawal planning, and more. Join a live session or watch the recordings at your own pace.
Explore our classes
Live financial planning classes every week
Free Intro Classes Build Your Planning Foundation
Building confidence with your money takes time. The Boldin Way to Plan intro classes give you a structured starting point.
Drop into a live class to explore the basics of saving, spending, investing, and protecting your money. You’ll also learn how to use the Boldin Planner to put each lesson to work in your own plan.
Alternate Mondays at 1 ET
Intro: It’s All About You
We start by putting you at the center of the planning process as we get to know each other and talk about how your values impact the decisions you make when financial planning.
Alternate Wednesdays at 1 ET
See Where You Stand
We’ll help you understand your Retirement Chance of Success score and how to use the Financial Wellness metrics to get a full view of your financial strengths and weaknesses.
Alternate Tuesdays at Noon ET
Scenarios
Learn how to use “what if” scenarios and other powerful tools to answer your financial questions and make informed decisions about your money and life.
Alternate Thursdays at 2 ET
Roth Conversions
One of the most powerful tools in the Boldin Retirement Planner is the Roth Conversion Explorer. Learn how to use this tool as well as how to enter your own schedule of conversions.
Alternate Thursdays at 1 ET
Expense Planning
Imagining your future (and what it is going to cost) is the foundation of your future financial wellness. Go beyond monthly budgeting to unlock the life you want.
Alternate Tuesdays at 12 ET
Accounts & Assets
Your savings and investments are one part of your retirement plan, and a big one. Learn how your accounts and assets fit together.
Alternate Wednesdays at 1 ET
Income Planning
Income is about more than your paycheck. See the ways you can earn money and how to earn more. Then learn how each type of income affects your future security.
Alternate Thursdays at 2 ET
Power Planner Q&A
Stop by to ask your deepest questions about the Retirement Planner. Our experts will be on hand to provide answers.
24+ recorded classes available anytime
Learn with Self-Paced Financial Planning Courses
Tune in anytime to our quick Getting Started series, the detailed Setting Up Your Plan course, and the Dive Deeper series. Find the answers you’re looking for on topics like tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.
Financial education you can put to work in your plan
You’ll pick up the vocabulary along the way. The bigger payoff is knowing how your money works.
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Live & Recorded Classes
Join live interactive zoom sessions (day or evening). Or, go at your own pace with our pre-recorded classes.
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Class Guides
Always know what’s next and feel confident as you take steps toward building your financial plan.
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Extra Q&A Sessions
Ask our experts your own questions and learn from your peers.
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Apply What You Learn
Use the Boldin Retirement Planner to build a plan that you feel good about.
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Personalized
Your values and goals shape your plan, and our instructors help you build around them.
Meet the instructors
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Nancy Gates
Financial Experience Principal and Education Manager
Role
Nancy Gates, an essential member of the Boldin team, plays a key role in leading classes, one-on-one coaching, and helping shape the direction of the Boldin Planner—the most powerful DIY planning tool available.
She’s committed to providing thoughtful, supportive guidance as you build a financial plan that reflects your goals, values, and personal circumstances. With a deep passion for financial education, Nancy helps users gain confidence, clarity, and greater peace of mind about the future.
Background
Nancy joined the Boldin team in 2021, after a 30-year career within the education sector. Her commitment to financial wellness led her to dive deep into the language of personal finance—earning a certificate in accounting and passing the FINRA SIE, as well as the NASAA Series 63, 65, and 66 exams. Driven by a passion for education and empowerment cultivated over time, and supported by her knowledge of the financial services and securities industries, Nancy now applies these skills as a financial wellness coach, educator, and product advisor.
In her free time
When she’s not crunching numbers, Nancy enjoys exploring the outdoors on a hiking trail or unwinding with a great book. She’s also an avid traveler and passionate “templer,” having visited awe-inspiring sacred sites around the world—including Teotihuacán, Machu Picchu, and Angkor Wat.
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Jean Allen
Role
With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.
Background
Jean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.
In her free time
When she’s not helping you with your retirement plans, Jean is busy with her three young children.
Get Every Class and the Full Boldin Planner With PlannerPlus
PlannerPlus pairs the full class library with the Planner’s advanced tools, including Roth conversion modeling and Monte Carlo analysis. It’s time to feel more confident about your future.
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Better than a simple retirement calculator, the Planner Basic is a great way to take control of your future.
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