Class Schedule

All Classes
Foundations of Investing
Jan 22, 2022 at 11:00 AM - 12:30 PM
Bear Library-In Person

Whether you are new to investing are need a refresher, our Foundations of Investing presentation will help individuals learn about- - The importance of develop...
Avoiding Probate
Jan 24, 2022 at 5:00 PM - 6:00 PM
Online Registration required attendees you can attend via live stream in open room at library

This course outlines what probate is and how to avoid it; the different types of wills and how to choose the correct one; along with understanding what happens ...
Earned Income Tax Credit Informational Session
Jan 26, 2022 at 1:00 PM - 2:00 PM
Register at https://irs.zoomgov.com/meeting/register/vJItfuGrpj0oGifqu2axLpxhrZnCRxwUs08

The National Tax Payer Advocate will moderate this session with the Honorable Diane Leyden, Special Trial Judge on the US Tax Court and LITC Director Mary Gillu...
Pre-filing Season Awareness
Jan 26, 2022 at 12:00 PM - 1:00 PM
https://dcrac.zoom.us/j/3022983251

Let your Local Taxpayer Advocate teach you about how to avoid common tax return errors and delays
Retirement Bootcamp: Savvy Social Security
Jan 27, 2022 at 5:00 PM - 6:00 PM
Lewes Public Library- In Person

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 f...
The Four Pillars of the New Retirement
Feb 1, 2022 at 6:30 PM - 8:00 PM
Bear Library-In Person

Provides an in-depth look at "The Four Pillars of the New Retirement" (health, family, purpose and finances). Attendees will be empowered to think through their...
How Tax Planning Changes Through Four Stages of Retirement
Feb 2, 2022 at 5:00 PM - 6:30 PM
Bear Library-In Person

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
How Tax Planning Changes Through Four Stages of Retirement
Feb 2, 2022 at 12:00 PM - 2:00 PM
Lewes Public Library- In Person

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Retirement Bootcamp: Retirement Investing
Feb 3, 2022 at 5:00 PM - 6:00 PM
Lewes Public Library- In Person

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 f...
Life After Work – How to create a good life in retirement
Feb 3, 2022 at 3:00 PM - 4:00 PM
This class is online: Registration Required

At this one-hour webinar you will learn: ? Why you need a retirement income plan ? 6 questions to ask before you retire ? How to determine how much income...
What's Next? Overview of Probate and Tips for Planning Ahead
Feb 8, 2022 at 10:00 AM - 11:00 AM
This Class is Online - Registration Required

This one hour course will give an overview of the probate process in New Castle County and will give pointers for thinking about having a will and how to plan a...
Money $marts: Money Doesn't Grow on Trees, but Investments???
Feb 9, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

Almost there. 8th of this 10 part series. Before you hire a financial planner or an investment broker, it is a good idea to understand a little about...
Money $marts: You got me going to the Bank!
Feb 14, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

Second in a 10 part series, today we touch on all aspects of banking, especially banking on line. Virtual graduation ceremony: November 14. A boxed dinner will...
How Tax Planning Changes Through Four Stages of Retirement
Feb 16, 2022 at 1:00 PM - 2:00 PM
This class is online: Registration Required

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Managing Taxes in Retirement
Feb 17, 2022 at 5:00 PM - 6:00 PM
Lewes Public Library- In Person

This class examines various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD's (Required Minimum D...
Foundations of Investing
Feb 19, 2022 at 11:00 AM - 12:30 PM
Bear Library-In Person

Whether you are new to investing are need a refresher, our Foundations of Investing presentation will help individuals learn about- - The importance of develop...
Savvy IRA Planning for Baby Boomers
Feb 21, 2022 at 12:00 PM - 1:00 PM
This class is online: Registration Required

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are asking...
Overview of Estate Planning and Elder Law
Feb 22, 2022 at 2:00 PM - 3:30 PM
South Coastal Library

Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...
The Four Pillars of the New Retirement
Mar 1, 2022 at 6:30 PM - 8:00 PM
Bear Library-In Person

Provides an in-depth look at "The Four Pillars of the New Retirement" (health, family, purpose and finances). Attendees will be empowered to think through their...
Savvy IRA Planning for Baby Boomers
Mar 2, 2022 at 12:00 PM - 2:00 PM
Lewes Public Library- In Person

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are asking...
Savvy IRA Planning for Baby Boomers
Mar 2, 2022 at 5:00 PM - 6:30 PM
Bear Library-In Person

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are asking...
Understanding Annuities
Mar 3, 2022 at 5:00 PM - 6:00 PM
Lewes Public Library- In Person

This class is designed to help participants understand the basics of annuities. Topics covered include: variable annuities, fixed annuities, objectives and fea...
Life After Work – How to create a good life in retirement
Mar 3, 2022 at 3:00 PM - 4:00 PM
This class is online: Registration Required

At this one-hour webinar you will learn: ? Why you need a retirement income plan ? 6 questions to ask before you retire ? How to determine how much income...
What's Next? Overview of Probate and Tips for Planning Ahead
Mar 8, 2022 at 10:00 AM - 11:00 AM
This Class is Online - Registration Required

This one hour course will give an overview of the probate process in New Castle County and will give pointers for thinking about having a will and how to plan a...
Money $marts: Till Debt Do Us Part
Mar 9, 2022 at 6:00 AM - 7:30 AM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

Fifth (half way there) in the 10 part series. Getting a handle on Borrowing Basics is the first step to acquiring wealth! After all, we always need to borrow to...
Money $marts: There's a hole in my pocket!
Mar 14, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

Third in a 10 part series, this course is about understanding how money flows in and out of your pocket and exercise some control over it. Virtual graduation c...
How Tax Planning Changes Through Four Stages of Retirement
Mar 16, 2022 at 1:00 PM - 2:00 PM
This class is online: Registration Required

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Foundations of Investing
Mar 19, 2022 at 11:00 AM - 12:30 PM
Bear Library-In Person

Whether you are new to investing are need a refresher, our Foundations of Investing presentation will help individuals learn about- - The importance of develop...
Savvy IRA Planning for Baby Boomers
Mar 21, 2022 at 12:00 PM - 1:00 PM
This class is online: Registration Required

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are asking...
Life After Work – How to create a good life in retirement
Apr 6, 2022 at 12:00 PM - 2:00 PM
Lewes Public Library- In Person

At this one-hour webinar you will learn: ? Why you need a retirement income plan ? 6 questions to ask before you retire ? How to determine how much income...
Life After Work – How to create a good life in retirement
Apr 6, 2022 at 5:00 PM - 6:30 PM
Bear Library-In Person

At this one-hour webinar you will learn: ? Why you need a retirement income plan ? 6 questions to ask before you retire ? How to determine how much income...
Life After Work – How to create a good life in retirement
Apr 7, 2022 at 3:00 PM - 4:00 PM
This class is online: Registration Required

At this one-hour webinar you will learn: ? Why you need a retirement income plan ? 6 questions to ask before you retire ? How to determine how much income...
Money $marts: Crack the Credit Code
Apr 11, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

Fourth of the 10 part series is about access to credit which we believe is a civil right. Continued access is a privilege that depends on how you manage it. Und...
Money $marts: Gift of love: Plan for your wealth transfer
Apr 13, 2022 at 6:00 AM - 7:30 AM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

The last! Next month graduation! The best gift you could give your loved ones is a succession plan. What happens to you, your children, and everything you acqui...
Savvy IRA Planning for Baby Boomers
Apr 18, 2022 at 12:00 PM - 1:00 PM
This class is online: Registration Required

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are asking...
How Tax Planning Changes Through Four Stages of Retirement
Apr 20, 2022 at 1:00 PM - 2:00 PM
This class is online: Registration Required

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Medicare Basics in Retirement
Apr 22, 2022 at 10:00 AM - 11:00 AM
Lewes Public Library

This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
Medicare Basics in Retirement
Apr 29, 2022 at 10:00 AM - 11:00 AM
Rehoboth Beach Library

This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
How Tax Planning Changes Through Four Stages of Retirement
May 4, 2022 at 5:00 PM - 6:30 PM
Bear Library-In Person

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
How Tax Planning Changes Through Four Stages of Retirement
May 4, 2022 at 12:00 PM - 2:00 PM
Lewes Public Library- In Person

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Life After Work – How to create a good life in retirement
May 5, 2022 at 3:00 AM - 4:00 AM
This class is online: Registration Required

At this one-hour webinar you will learn: ? Why you need a retirement income plan ? 6 questions to ask before you retire ? How to determine how much income...
Money $marts: Till Debt Do Us Part
May 9, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

Fifth (half way there) in the 10 part series. Getting a handle on Borrowing Basics is the first step to acquiring wealth! After all, we always need to borrow to...
Savvy IRA Planning for Baby Boomers
May 16, 2022 at 12:00 PM - 1:00 PM
This class is online: Registration Required

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are asking...
How Tax Planning Changes Through Four Stages of Retirement
May 18, 2022 at 1:00 PM - 2:00 PM
This class is online: Registration Required

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Life After Work – How to create a good life in retirement
Jun 2, 2022 at 1:00 PM - 2:00 PM
This class is online: Registration Required

At this one-hour webinar you will learn: ? Why you need a retirement income plan ? 6 questions to ask before you retire ? How to determine how much income...
An Ounce of Prevention
Jun 13, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

Knowledge is power. Power belongs to you. Learn about the laws that protect you. And, how to avoid scams, tricks, and traps.
How Tax Planning Changes Through Four Stages of Retirement
Jun 15, 2022 at 1:00 PM - 2:00 PM
This class is online: Registration Required

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Savvy IRA Planning for Baby Boomers
Jun 20, 2022 at 12:00 PM - 1:00 PM
This class is online: Registration Required

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are asking...
Money $marts: Protect what you built
Jul 11, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

7th of the 10 part series. What's the pointing of sacrificing and building wealth if it could be stripped away! Learn about steps you can take to pro...
Money $marts: Money Doesn't Grow on Trees, but Investments???
Aug 8, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

Almost there. 8th of this 10 part series. Before you hire a financial planner or an investment broker, it is a good idea to understand a little about...
Money $marts: Womb to Tomb: You and the IRS
Sep 12, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

One more in this 10 part series before graduation! Whether a professional files your returns or you do it yourself, it is always a good idea to understand your ...
Money $marts: Gift of love: Plan for your wealth transfer
Oct 10, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

The last! Next month graduation! The best gift you could give your loved ones is a succession plan. What happens to you, your children, and everything you acqui...
Cheers! To Your Golden Years
Nov 14, 2022 at 6:00 PM - 7:30 PM
https://dcrac.zoom.us/my/virtual.meeting?pwd=SHlkeXVDUkxjQ21GV1Q5YVgrWUFUQT09

As our time together ends this month, we celebrate your success! If you have attended all the courses in this series, we will dine together--virtually! Please...
Rashmi Rangan | 302-824-5219 | 600 South Harrison Street | Wilmington, DE 19805 | Rrangan@dcrac.org