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 Benefit Plans & You – A Buyer’s Guide
Wednesday, October 16, 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.

 

Small Business Foundations: How to Manage Capital & Applying for Financing
Monday, October 21, 6:00 PM
Money matters, especially to Small Business Owners. If money matters, the best way to show how much your money means to you is to understand how money works. This Small Business Financial literacy seminar is to help you
Understand Your Credit Rating: For most small business owners, business loans and credit is based on their personal credit rating. Financial literacy means understanding yourself, and that also means understanding what others know (or think they know) about you.
Understand Your Debt: Debt doesn’t have to be a bad thing, if you understand it, control it, and use it for the right reasons.
Understand Your Expenses Before Borrowing: Before applying for a loan, take time to truly understand your monthly expenses and make cutbacks wherever possible
Understand Why You Should Apply: You know why you need money but you may not know how much lending your business can truly take on. Understanding your business and the value of your business will provide you with a higher probability of getting approved for Lending.
Allyssa P. Myers from TD Bank is the presenter.

 

Medicare Basics In Retirement
Friday, October 25, 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.

 

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.