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.


Eight Common Estate Planning Mistakes
Monday, November 4, 5:00 PM
This class covers common estate planning mistakes and how you can avoid them. The class will help uncover some of the common myths about estate planning and offer suggestions on how to optimize your financial future and legacy for your benefit and the benefit of your loved ones.
Deirdra A. McCarney, Esq from Sergovic Carmean Weidman McCartney & Owens, P.A. and Robert Jeter, Financial Advisor from InFocus Financial Advisors are the co-presenters.

 

Retirement Bootcamp
Retirement Planning: Tuesday, November 5, 5:00 PM
Savvy Social Security: Wednesday, November 13, 5:00 PM
Retirement Investing: Tuesday, November 19, 5:00 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? This 3 course series is a detailed retirement planning seminar designed to educate those who are nearing retirement or who have recently retired. Over the course of 3 classes we will cover the importance and basic strategies to plan a successful retirement, maximize your social security benefit and positioning your portfolio to last.
Our goal is to help make people aware of the challenges in retirement and teach them suitable ways to prepare and overcome them.

 

Medicare Benefit Plans & You – A Buyer’s Guide
Monday, November 18, 4:00 PM
This course will help attendees understand Medicare and its enrollment rules and will examine the many options they have for selecting the combination of benefits, premiums, deductibles and co-pays that best matches their individual lifestyles and preferences for securing optimal coverage.
This workshop is presented by Robert Tremain from MidAtlantic Health Plan Advisors.