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.


Managing Taxes in Retirement
Wednesday, December 11 | 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, CFP, CRPC is a Financial Advisor at InFocus Financial Advisors, Inc.

 

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.and instructor with the Money School, a program of the Delaware Financial Literacy Institute.

 

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.and instructor with the Money School, a program of the Delaware Financial Literacy Institute.

 

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.and instructor with the Money School, a program of the Delaware Financial Literacy Institute.