THE DELAWARE MONEY SCHOOL TO CONTINUE TO HOST VIRTUAL RETIREMENT SEMINARS normally offered at the Lewes Public Library. Featuring Robert Jeter, CFP, CRPC of InFocus Financial Advisors.
First Class “Understanding Annuities”: Thursday, January 7th at 5:00 pm – 6:00 pm.
Second Class “Managing Taxes in Retirement”: Thursday, January 14th at 5:00 pm- 6:00 pm.
Third Class “Inheritance Management”: Thursday, January 21stth at 5:00pm – 6:00pm.
FINANCIAL PLANNING WORKSHOP FOR THOSE AT OR NEAR RETIREMENT
A series of financial webinars will be offered through the Lewes Public Library and the Delaware Money Schools. The series of 3 classes will cover planning items specific to retiree’s or those near retirement. Topics covered will include: Inheritance Management, Taxes in retirement, and Annuities. These courses are a detailed retirement planning seminar designed to educate those who are nearing retirement or who have recently retired. The sponsor, Delaware Money School, will provide CERTIFIED FINANCIAL PLANNER Robert Jeter, CFP, CRPC to the public. Robert regularly speaks to public and private audiences around the Eastern shore of Maryland and Delaware on various retirement related topics. The goal is to help make people aware of the challenges of investing in retirement and teach them suitable ways to overcome them. Robert Jeter, CFP, CRPC are Financial Advisor offering Securities and Advisory services through Cetera Advisors, LLC member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
The Money School, the "signature program" of the Delaware Financial Literacy Institute, provides more than 650 free financial and business start-up classes and events across the state each year. Class topics range from simple budgeting and saving to investing and retirement planning- and everything in between! Hassle-free, sales-free classes are taught by volunteers from the non-profit, financial, and government sectors.
In order to register for a webinars, please visit www.retireinfocus.com/course-offerings or email caitlinb@retireinfocus.com.
For more information on these classes contact:
Caitlin Bunting, Relationship Manager
Office: 410-677-4848
