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 or call 1(877) 307-6858. Walk-ins are welcome.

High Prescription Costs? Locating Resources to Help – Monday, September 10, 5:00 PM
This workshop is presented by the Delaware Money School. We will show you how to locate resources to help pay for costly prescriptions.

Everything You Didn’t Know About Annuities – Thursday, September 13, 4:00 PM
Annuities are some of the most complex investment instruments ever created. In this class offered by the Delaware Money School Robert Jeter 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.

Medicare Basics In Retirement – Friday, September 14, 2:00 PM
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 Medicare Open Enrollment (October 15th – December 7th), including when to review prescriptions plans and make changes.

  • 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.

Couples and Money – Monday, September 17, 6:00 PM
This workshop is presented by Diane Heydt of the Delaware Money School.
Learn how to navigate the construction of your “financial house” as a partnership. The discussion includes how to protect you family, manage debt in the most financially advantageous way and how to plan for your ultimate vacation of retirement.