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.


Financial Success in your 60’s – Thursday, June 13, 5:00 PM
This course is for those who are near retirement or recently retired. We will cover the various aspects of maintaining your finances through your retirement years. This includes considerations in how to build your cash flow, tax concepts, risk management and insurance.
This course is taught by Certified Financial Planner, Robert Jeter on behalf of the Delaware Money School.

 

Retirement Bootcamp – 3 class series
Thinking About Retiring? – Thursday, July 11, 5:00 PM
Savvy Social Security – Thursday, July 18, 5:00 PM
Retirement Investing – Thursday, July 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, July 15, 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.