TODAY! Delaware Money School to host a program on Charitable Giving Workshop on Thursday, November 7th
InFocus Financial Advisors, Inc. is proud to partner with the Delaware Money School to host a program on Charitable Giving.
The workshop will be taught at the Lewes Public Library in Lewes, DE. The topics covered during this workshop will include:
- The most up-to-date and efficient strategies for making the most of your charitable inclinations.
- Local giving opportunities and community resources.
- How to navigate current and future tax laws to make the most of your charitable contributions.
- How any amount to charitable organizations can make a big difference in your local community.
Sponsored by the Delaware Money School. The workshop will be instructed by FINANCIAL PLANNER™ Robert Jeter, CFP®, CRPC®, and Mike DiPaolo of the Delaware Community Foundation. Robert regularly speaks to public and private audiences around the Eastern shore of Maryland and Delaware on various finance topics. His goal is to help people become aware of the challenges of investing in retirement and teach them suitable ways to overcome them.
Charitable Giving Workshop - Lewes Public Library – Tuesday, November 7 - 10:00 am - 11:00 am
Robert Jeter, CFP®, CRPC®, is a 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.
Space is limited! Registration to attend the workshop is done online at: https://retireinfocus.com/charitable-giving-workshop/
For more information about the workshop or to reserve a seat, please contact Jessica Grangier of InFocus Financial Advisors, Inc. at jessicag@retireinfocus.com.
Event Details:
Date: Thursday, November 7, 2024
Time: 10:00 am – 11:00 am
Location: Lewes Public Library, 111 Adams Ave, Lewes, DE 19958
About InFocus Financial Advisors, Inc.:
InFocus Financial Advisors, Inc., is committed to providing proactive planning and investment services to create retirement success for its clients. With a team of experienced professionals, InFocus offers advanced financial expertise while prioritizing cost-effectiveness.
Neither Mike DiPaolo or the Delaware Community Foundation are affiliated or registered with Cetera Advisors LLC.
For media inquiries, please contact:
Jessica Grangier
Client Experience Associate
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway, Salisbury, MD 21804
Phone: 410-677-4848
Email: jessicag@retireinfocus.com
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