Today! Planning for Required Minimum Distributions & Understanding Annuities workshops
Planning for Required Minimum Distributions & Understanding Annuities workshops at the Lewes Public Library
InFocus Financial Advisors, Inc.
Financial workshops will be taught at the Lewes Public Library throughout February 2023, brought to you by InFocus Financial Advisors, Inc. There will be two workshops, “Planning for Required Minimum Distributions” and “Understanding Annuities”. These workshops will cover planning items specific to those approaching retirement, recently retired, or already retired. Planning for Required Minimum Distributions will examine the steps individuals need to take to properly plan for their Required Minimum Distributions and avoid the many pitfalls’ retirees face when they must take their assets out of their retirement accounts. Topics covered include Tax Withholding, Medicare Premiums, Distribution Planning, Minimizing Your Lifetime Tax Liability, and other pertinent planning items to help attendees determine how to pursue appropriate long-term tax planning. The workshop on Understanding Annuities will focus on breaking down the challenges of annuities to help attendees gain an understanding of what annuities are, how they work, and when annuities are a suitable choice for an investor. The workshop will also focus on when annuities are not suitable for investors and how they can negatively impact your retirement success.
The sponsor of the Retirement Bootcamp Series, Delaware Money School, will provide CERTIFIED FINANCIAL PLANNER™ Robert Jeter, CFP®, CRPC® to instruct the workshop series. Robert regularly speaks to public and private audiences around the Eastern shore of Maryland and Delaware on various retirement related topics. His goal is to help people become aware of the challenges of investing in retirement and teach them suitable ways to overcome them.
Planning for Required Minimum Distributions: Thursday, February 9th, 2023, 5:00pm – 6:00pm
Understanding Annuities: Thursday, February 16th, 2023, 5:00pm – 6:00pm
Space is limited! Registration to attend the class is done online at
https://retireinfocus.com/education2023/or http://www.demoneyschool.org/
Money School, the "signature program" of DCRAC, provides more than 650 free financial and business start-up classes 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.
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.
For more information on these classes contact:
Samantha Kontz, Client Experience Associate
samanthak@retireinfocus.com
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway
Salisbury, MD 21804
410-677-4848
