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Includes the 8-week Intro to Planning class, 16+ in depth classes, and live Q&A sessions each week.
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Boldin Classroom
Online Retirement Planning Classes & Financial Education
Our online retirement planning classes and financial planning courses cover everything from Social Security and tax strategies to withdrawal planning — at your own pace.
Explore our classes
Daily live financial planning classes
The Boldin Way to Plan
Building confidence with your money takes time. The Boldin Way to Plan intro classes give you a structured starting point.
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 Boldin Planner.
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
While there is a lot more to retirement planning than your savings and investments, there is no doubt that this money is important.
Alternate Wednesdays at 1 ET
Income Planning
Income is about more than just your paycheck. Let’s take a look at various way you can make money, how you can make more, and how different types of income impact 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 at Your Leisure
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 are looking for on topics like tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.
Financial education that’s easy to understand and meaningful
Sure, you’ll expand your financial vocabulary. But, more importantly, you’ll really understand your money.
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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
You won’t learn the “right” way to manage your finances. We’ll help you find your way.
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.
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