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.


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.

 

Eight Common Estate Planning Mistakes – Monday, May 13, 5:00 PM
The 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 offers suggestions on how to optimize your financial future and legacy for your benefit and the benefit of your loved ones.
This class is a joint presentation with Deirdre McCartney of Sergovic, Carmean Weidman, McCartney & Owens, P.A. and Robert Jeter, InFocus Financial Advisors, Inc.

 

Managing Taxes in Retirement – Thursday, May 16, 5:00 PM
This class examines various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items.
Presented by Robert Jeter, instructor with the Money School, a program of the Delaware Financial Literacy Institute.

 

Everything You Didn’t Know About Annuities – Thursday, May 23, 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, instructor with The Money School, a program of the Delaware Financial Literacy Institute.