Boldin Classroom
Our online retirement planning classes and financial planning courses cover everything from Social Security and tax strategies to withdrawal planning — at your own pace.
Live financial planning classes
Building confidence with your money takes time. The Welcome to Boldin series gives you a structured starting point.
Drop into these live 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 Boldin Planner.
Mondays, 2 PM ET
This is the best starting point for new users. A coach walks through a case study and tours the whole Boldin platform, so you see how the pieces fit together before entering your own numbers. It’s an open, drop-in session, and attendees are encouraged to bring questions.
Tuesdays, 7 PM ET
This class helps you set up an accurate base plan. A Boldin coach covers how the planner “thinks” and how to enter your own details. The goal is a solid starting plan that the rest of your planning builds on.
Thursdays, 5 PM ET
Once your baseline is in place, this class shows you how to use “what if” scenarios and other planner tools. You’ll learn to test decisions such as retiring earlier, delaying Social Security, or making a large purchase, and to compare the results with your baseline.
20+ recorded classes available anytime
Tune in anytime to our quick Get Started series, the detailed Retirement Readiness series, and learn more about your accounts in our Account Types series. Find the answers you are looking for on topics like tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.
Sure, you’ll expand your financial vocabulary. But, more importantly, you’ll really understand your money.
Join live interactive zoom sessions (day or evening). Or, go at your own pace with our pre-recorded classes.
Always know what’s next and feel confident as you take steps toward building your financial plan.
Ask our experts your own questions and learn from your peers.
Use the Boldin Retirement Planner to build a plan that you feel good about.
You won’t learn the “right” way to manage your finances. We’ll help you find your way.
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.
Unlock the full power of the planning with the most comprehensive DIY planning tool, plus live and pre recorded classes. It’s time to feel more confident about your future.
$168/year
Includes the live Welcome to Boldin, Your Baseline Plan and Scenario Planning classes, monthly Roth Conversion and Tax Planning webinars, and 20+ recorded in-depth classes, all hosted by the Boldin team. Bring your questions to any live session.
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