Delaware Money School

We regularly partner with the Money School of the Delaware Community Reinvestment Action Council, Inc. to provide classes on financial literacy. Upcoming classes are listed below. For a full listing of available classes or to register, please visit the Money School website or call 1(877) 307-6858. Walk-ins are welcome.


Retirement Bootcamp
Retirement Planning | Tuesday, January 7 | 5:00 PM
Savvy Social Security | Thursday, January 16 | 5:00 PM
Retirement Investing | Thursday, January 23 | 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.
Presented by Robert Jeter, CFP, CRPC is a Financial Advisor at InFocus Financial Advisors, Inc.

 

Eight Common Estate Planning Mistakes
Wednesday, January 22 | 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.

 

Understanding Annuities
Thursday, February 13 | 5:00 PM
Annuities are some of the most complex investment instruments ever created. This class presents an unbiased and educational look at how annuities work, the different types and features of annuities as well as the benefits and downsides to each.
Presented by Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc.

 

Financial Success in Your 60’s
Thursday, February 27 | 5:00 PM
Retirement is different than it used to be. No longer do you stop working and enjoy 10 or so years off work. With the average life expectancy getting longer and longer people can live 20, 25 or even 30 years into retirement. That is basically another career in its self. This presentation covers some basic but powerful fundamentals about retirement and the factors that can positively, or negatively, affect someone over that 25+ years stretch.
Presented by Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc.