Delaware Money School


We regularly partner with the Money School of the Delaware Financial Literacy Institute to provide classes on financial literacy. Upcoming classes are listed below. For a full listing of available classes or to register, please visit DLFI.org or call 1(877) 307-6858. Walk-ins are welcome.


Savvy Social Security – Thursday, August 9, 4:00 PM
Planning for retirement can be tricky, it’s full of twists, turns and not nearly enough road signs. Wouldn’t it be nice if you had a map, or maybe a checklist for planning a successful retirement?
In this workshop offered by the Delaware Money School Robert Jeter presents on how to plan for a successful retirement.

How Can You Prevent High Medical Costs? – Monday, August 13, 5:00 PM
We will cover key information that you will need to know in order to use your health insurance plan effectively. Learn about the connection between getting regular care and forming healthy habits.

How to Protect your Assets in an Unstable Economy – Monday, August 20, 10:30 AM
Presented by Diane Heydt, this informational session talks about how to manage the volatility of today’s saving venues and accumulate a comfortable retirement plan. We will also discuss making your money last in your retirement as well as the best options available concerning social security.

Common Estate Planning Mistakes – Monday, August 20, 5:00 PM
Deirdre McCartney, Esq. & Robert Jeter, CSP, CRPC cover common estate planning mistakes and how you can avoid them. The class will help uncover some of the common myths about estate planning and offers suggestions on how to optimize your financial future and legacy for your benefit and the benefit of your loved ones.

Managing Taxes in Retirement – Thursday, August 30, 4:00 PM