Delaware Money School - Class Schedule

The Money School

Class Schedule

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Credit 101 Feb 28, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


Foundations of Investing Mar 2, 2020 at 6:00 PM - 7:00 PM Kirkwood Library Learn the key features of bonds, stocks and mutual funds, asset allocation and the impact of inflation.


Financial Literacy and Security Mar 3, 2020 at 12:30 PM - 2:00 PM Bear Library


Foundations of Investing Mar 4, 2020 at 6:30 PM - 7:30 PM Bear Library Whether you are new to investing are need a refresher, our Foundations of Investing presentation will help individuals learn about- - The importance of develop...


Managing Taxes in Retirement Mar 5, 2020 at 5:00 PM - 6:00 PM Lewes Public Library 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...


Borrow $mart Mar 9, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


Debunking the Myths of Homeownership Mar 12, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Mar 12, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Medicare Basics in Retirement Mar 13, 2020 at 10:00 AM - 12:00 PM 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...


Young Money II : Let's Get Financially Lit(erate) ! Mar 14, 2020 at 2:00 PM - 3:30 PM Route 9 Library & Innovation Center Ages 15+ We will touch briefly on topics from Young Money I. We will also discuss credit (what it is), how interest works in regards to saving and lending, s...


Foundations of Investing Mar 16, 2020 at 6:00 PM - 7:00 PM Hockessin Library Learn the key features of bonds, stocks and mutual funds, asset allocation and the impact of inflation.


Overview of Estate Planning and Elder Law Mar 16, 2020 at 1:00 PM - 3:00 PM Bear Library Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...


How Tax Planning Changes Through Four Stages of Retirement Mar 17, 2020 at 2:00 PM - 4:00 PM Brandywine Hundred Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Planting Seeds for Money Trees Mar 18, 2020 at 6:30 PM - 7:30 PM Woodlawn Library A Practical Guide to Money Management. Tips and tools to better manage your finances.


Retirement by Design Mar 18, 2020 at 6:30 PM - 7:30 PM Bear Library Whether are 10 or 40 years from retirement, you'll learn strategies to help design the retirement you want. - How to add flexibility to your strategy - Help p...


Medicare Basics in Retirement Mar 20, 2020 at 10:00 AM - 12:00 PM 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...


Debunking the Myths of Homeownership Mar 21, 2020 at 2:00 PM - 3:00 PM Route 9 Library & Innovation Center Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Medicare Basics in Retirement Mar 25, 2020 at 6:00 PM - 8:00 PM Hockessin 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...


Estate and Trust Administration 101 Mar 25, 2020 at 5:00 PM - 6:00 PM Lewes Public Library This class will cover the important components of managing and establishing a trust and the process of settling an estate. This course is for those who are con...


Snacks & Scams with Jon Bell, BBB Mar 25, 2020 at 5:00 PM - 7:00 PM Woodlawn Library Will discuss scams and how to identify them.


Financial Success in Your 60's Mar 27, 2020 at 5:00 PM - 6:00 PM Lewes Public Library 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...


Credit 101 Mar 27, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


Investing 101 Mar 28, 2020 at 1:00 PM - 2:00 PM Wilmington Public Library Discuss the basics of investing, including types of investments, how to begin building a portfolio, how to control taxes, and how to manage risk. This class is ...


Financial Literacy and Security Apr 1, 2020 at 6:30 PM - 8:00 PM Bear Library


Young Money I : Let's Get Financially Lit(erate) ! Apr 4, 2020 at 2:00 PM - 3:30 PM Route 9 Library & Innovation Center Ages 10-15 We will discuss types of bank accounts, earning money, saving & spending habits and saving towards a goal.


Foundations of Investing Apr 4, 2020 at 3:00 PM - 4:00 PM Bear Library Whether you are new to investing are need a refresher, our Foundations of Investing presentation will help individuals learn about- - The importance of develop...


Foundations of Investing Apr 6, 2020 at 6:00 PM - 7:00 PM Kirkwood Library Learn the key features of bonds, stocks and mutual funds, asset allocation and the impact of inflation.


Overview of Estate Planning and Elder Law Apr 6, 2020 at 6:30 PM - 8:30 PM Bear Library Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...


Overview of Estate Planning and Elder Law Apr 7, 2020 at 11:00 AM - 1:00 PM Lewes Public Library Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...


What are my Retirement Plan Options? Apr 8, 2020 at 6:00 PM - 7:00 PM Kirkwood Library 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...


Retirement Bootcamp: Retirement Planning Apr 9, 2020 at 5:00 PM - 6:00 PM Lewes Public Library 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...


Debunking the Myths of Homeownership Apr 9, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Apr 9, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Borrow $mart Apr 13, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


Planting Seeds for Money Trees Apr 15, 2020 at 6:30 PM - 7:30 PM Woodlawn Library A Practical Guide to Money Management. Tips and tools to better manage your finances.


Retirement Bootcamp: Savvy Social Security Apr 16, 2020 at 5:00 PM - 6:00 PM Lewes Public Library 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...


Medicare Basics in Retirement Apr 17, 2020 at 10:00 AM - 12:00 PM 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...


Retirement by Design Apr 18, 2020 at 3:00 PM - 4:00 PM Bear Library Whether are 10 or 40 years from retirement, you'll learn strategies to help design the retirement you want. - How to add flexibility to your strategy - Help p...


Foundations of Investing Apr 20, 2020 at 6:00 PM - 7:00 PM Hockessin Library Learn the key features of bonds, stocks and mutual funds, asset allocation and the impact of inflation.


How Tax Planning Changes Through Four Stages of Retirement Apr 20, 2020 at 2:00 PM - 4:00 PM Hockessin Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Money Matters Apr 21, 2020 at 5:30 PM - 6:30 PM Kirkwood Library This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


How Tax Planning Changes Through Four Stages of Retirement Apr 21, 2020 at 2:00 PM - 4:00 PM Brandywine Hundred Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Common Estate Planning Mistakes Apr 22, 2020 at 5:00 PM - 6:00 PM Lewes Public Library This joint presentation featuring Deirdre McCartney of SERGOVIC, CARMEAN WEIDMAN, McCARTNEY & OWENS, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. wi...


Retirement Bootcamp: Retirement Investing Apr 23, 2020 at 5:00 PM - 6:00 PM Lewes Public Library 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...


Medicare Basics in Retirement Apr 24, 2020 at 10:00 AM - 12:00 PM 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...


Credit 101 Apr 24, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


Long Term Care Apr 25, 2020 at 10:30 AM - 12:00 PM Bear Library


How Tax Planning Changes Through Four Stages of Retirement Apr 29, 2020 at 1:00 PM - 4:00 PM Lewes Public Library 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 May 4, 2020 at 6:00 PM - 7:00 PM Kirkwood Library Learn the key features of bonds, stocks and mutual funds, asset allocation and the impact of inflation.


Foundations of Investing May 6, 2020 at 6:30 PM - 7:30 PM Bear Library Whether you are new to investing are need a refresher, our Foundations of Investing presentation will help individuals learn about- - The importance of develop...


Medicare Basics in Retirement May 11, 2020 at 1:00 PM - 3:00 PM South Coastal 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...


Borrow $mart May 11, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


Overview of Estate Planning and Elder Law May 13, 2020 at 1:00 PM - 3:00 PM Bear Library Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...


What are my Retirement Plan Options? May 13, 2020 at 6:00 PM - 7:00 PM Kirkwood Library 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...


Debunking the Myths of Homeownership May 14, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters May 14, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Fraud Fair May 15, 2020 at 9:00 AM - 12:00 PM Lewes Public Library Will discuss fraud, how to identify, and how to prevent fraud.


Foundations of Investing May 18, 2020 at 6:00 PM - 7:00 PM Hockessin Library Learn the key features of bonds, stocks and mutual funds, asset allocation and the impact of inflation.


Money Matters May 19, 2020 at 5:30 PM - 6:30 PM Kirkwood Library This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Basic Estate Planning May 19, 2020 at 5:00 PM - 6:00 PM Georgetown Library The class covers common estate planning documents and you should have prepared as well as why you should have an attorney prepare them for you. The class will h...


How Tax Planning Changes Through Four Stages of Retirement May 19, 2020 at 2:00 PM - 4:00 PM Hockessin Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Planting Seeds for Money Trees May 20, 2020 at 6:30 PM - 7:30 PM Woodlawn Library A Practical Guide to Money Management. Tips and tools to better manage your finances.


Retirement by Design May 20, 2020 at 6:30 PM - 7:30 PM Bear Library Whether are 10 or 40 years from retirement, you'll learn strategies to help design the retirement you want. - How to add flexibility to your strategy - Help p...


Credit 101 May 22, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


How Tax Planning Changes Through Four Stages of Retirement May 26, 2020 at 2:00 PM - 4:00 PM Brandywine Hundred Library 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 Jun 1, 2020 at 6:00 PM - 7:00 PM Kirkwood Library Learn the key features of bonds, stocks and mutual funds, asset allocation and the impact of inflation.


Overview of Estate Planning and Elder Law Jun 2, 2020 at 5:00 PM - 7:00 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 ...


Borrow $mart Jun 8, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


What are my Retirement Plan Options? Jun 10, 2020 at 6:00 PM - 7:00 PM Kirkwood Library 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...


How Tax Planning Changes Through Four Stages of Retirement Jun 10, 2020 at 1:00 PM - 3:00 PM Lewes Public Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Debunking the Myths of Homeownership Jun 11, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Jun 11, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Foundations of Investing Jun 15, 2020 at 6:00 PM - 7:00 PM Hockessin Library Learn the key features of bonds, stocks and mutual funds, asset allocation and the impact of inflation.


Money Matters Jun 16, 2020 at 5:30 PM - 6:30 PM Kirkwood Library This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


How Tax Planning Changes Through Four Stages of Retirement Jun 16, 2020 at 2:00 PM - 4:00 PM Brandywine Hundred Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Planting Seeds for Money Trees Jun 17, 2020 at 6:30 PM - 7:30 PM Woodlawn Library A Practical Guide to Money Management. Tips and tools to better manage your finances.


How Tax Planning Changes Through Four Stages of Retirement Jun 19, 2020 at 2:00 PM - 4:00 PM Hockessin Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Estate and Trust Administration 101 Jun 22, 2020 at 5:00 PM - 6:00 PM Lewes Public Library This class will cover the important components of managing and establishing a trust and the process of settling an estate. This course is for those who are con...


Credit 101 Jun 26, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


What are my Retirement Plan Options? Jul 8, 2020 at 6:00 PM - 7:00 PM Kirkwood Library 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...


Debunking the Myths of Homeownership Jul 9, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Jul 9, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Borrow $mart Jul 13, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


Overview of Estate Planning and Elder Law Jul 14, 2020 at 11:00 AM - 1:00 PM Lewes Public Library Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...


Credit 101 Jul 24, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


How Tax Planning Changes Through Four Stages of Retirement Jul 28, 2020 at 2:00 PM - 4:00 PM Hockessin Library 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 Aug 5, 2020 at 1:00 PM - 3:00 PM Lewes Public Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Borrow $mart Aug 10, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


How Tax Planning Changes Through Four Stages of Retirement Aug 11, 2020 at 2:00 PM - 4:00 PM Hockessin Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Debunking the Myths of Homeownership Aug 13, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Aug 13, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Common Estate Planning Mistakes Aug 19, 2020 at 5:00 AM - 6:00 AM Lewes Public Library This joint presentation featuring Deirdre McCartney of SERGOVIC, CARMEAN WEIDMAN, McCARTNEY & OWENS, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. wi...


Credit 101 Aug 28, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


Debunking the Myths of Homeownership Sep 10, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Sep 10, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Borrow $mart Sep 14, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


Estate Planning Following the Death of a Spouse Sep 23, 2020 at 5:00 PM - 6:00 PM Georgetown Library This class covers the estate legal planning for your future in the wake of the death of your spouse. The class will help you determine the proper planning step...


Credit 101 Sep 25, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


Overview of Estate Planning and Elder Law Oct 7, 2020 at 5:00 PM - 7:00 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 ...


Debunking the Myths of Homeownership Oct 8, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Oct 8, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Overview of Estate Planning and Elder Law Oct 20, 2020 at 11:00 AM - 1:00 PM Lewes Public Library Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...


Common Estate Planning Mistakes Oct 21, 2020 at 5:00 PM - 6:00 PM Lewes Public Library This joint presentation featuring Deirdre McCartney of SERGOVIC, CARMEAN WEIDMAN, McCARTNEY & OWENS, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. wi...


Credit 101 Oct 23, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


How Tax Planning Changes Through Four Stages of Retirement Oct 28, 2020 at 1:00 PM - 3:00 PM Lewes Public Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Borrow $mart Nov 9, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


Debunking the Myths of Homeownership Nov 12, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Nov 12, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Credit 101 Nov 27, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.


How Tax Planning Changes Through Four Stages of Retirement Dec 9, 2020 at 1:00 PM - 3:00 PM Lewes Public Library People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...


Debunking the Myths of Homeownership Dec 10, 2020 at 1:00 PM - 2:00 PM Kirkwood Library Learn about the requirements of home ownership, whether buying or selling. Have all your questions answered that will debunk the myths of homeownership. Learn...


Money Matters Dec 10, 2020 at 10:00 AM - 12:00 PM Newark Senior Center This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...


Borrow $mart Dec 14, 2020 at 6:00 PM - 8:00 PM Bear Library Dialogue about money, budget, credit, and financial security.


Credit 101 Dec 25, 2020 at 2:30 PM - 4:00 PM New Castle Public Library This course will cover all you need to know in order to understand your credit and how it works.

The Money School

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