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.


Medicare Basics in Retirement – Friday, March 15, 10:00 AM
Join us for an educational seminar by Joseph Cisco, President of CAISE Benefits, to help you understand your options when enrolling with Medicare and/or retiring.
We will answer all of your questions regarding signing up for Medicare upon turning 65, retiring, or going on disability
– Medicare 101 – What do all of those letters mean – A? B? C? D? What’s the difference between Plans F, G, and N?
– Understand the major difference (and importance) between being Observed and Admitted in the hospital.
– Find out how COBRA and Retiree Benefits can effect your Medicare.

 

Avoiding Probate – Monday, April 8, 5:00 PM
This class focuses on steps to take so assets transfer at death, to the intended beneficiaries by operation of law, immediately and automatically. For those who have served as a personal representative or executor of an estate, they know first hand how complex, expensive and time consuming the probate process can be. This class teaches how to prepare an estate in such a manner that the entire probate process can be avoided and the will never comes into play.
This workshop is presented by Deirdre McCartney of Sergovic, Carmean, Weidman, McCartney & Owens, P.A. and the Delaware Money School.

 

Medicare Basics In Retirement – Friday, April 12, 10:00 AM
Join us for an educational seminar by Joseph Cisco, President of CAISE Benefits, to help you understand your options when enrolling with Medicare and/or retiring.
We will answer all of your questions regarding signing up for Medicare upon turning 65, retiring, or going on disability
– Medicare 101 – What do all of those letters mean – A? B? C? D? What’s the difference between Plans F, G, and N?
– Understand the major difference (and importance) between being Observed and Admitted in the hospital.
– Find out how COBRA and Retiree Benefits can effect your Medicare.

 

Retirement Bootcamp – 3 class series
Thinking About Retiring? – Thursday, April 11, 5:00 PM
Savvy Social Security – Wednesday, April 17, 5:00 PM
Retirement Investing – Thursday, April 25, 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, a Financial Advisor with InFocus.