Delaware Money School - Class Schedule

The Money School

Class Schedule

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Overview of Estate Planning and Elder Law Apr 7, 2020 at 11:00 AM - 1:00 PM This class is online - Registration Required - https://delawarelibraries.libcal.com/event/6629521 Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...


Retirement Bootcamp: Retirement Planning Apr 9, 2020 at 5:00 PM - 6:00 PM This Class is Online - Registration Required - https://delawarelibraries.libcal.com/event/6629890 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...


Managing Credit Wisely When Your Income Drops Apr 14, 2020 at 3:00 PM - 4:00 PM This Class is Online - Registration Required In this time of income instability and great credit deals what do you do to mange credit effectively. What do I pay first? Is that auto loan a good opportunity ...


Young Money I : Let's Get Financially Lit(erate) ! Apr 15, 2020 at 3:00 PM - 4:00 PM This Class is Online - Registration Required Ages 10-15 We will discuss types of bank accounts, earning money, saving & spending habits and saving towards a goal.


Retirement Bootcamp: Savvy Social Security Apr 16, 2020 at 5:00 PM - 6:00 PM Registration Required - https://delawarelibraries.libcal.com/event/6629890 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...


Taking Control of Your Finances Apr 21, 2020 at 3:00 PM - 4:00 PM This Class is Online - Registration Required This program focuses on building a spending plan that helps you accomplish your business and family goals and helps you organize a simple filing system for mana...


Eight Common Estate Planning Mistakes Apr 22, 2020 at 5:00 PM - 6:00 PM This class is online - Registration Required - https://delawarelibraries.libcal.com/event/6629893 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 This Class is Online - Registration Required - https://delawarelibraries.libcal.com/event/6629890 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...


Smart Choice Health Insurance™ Basics Apr 28, 2020 at 3:00 PM - 4:00 PM This Class is Online - Registration Required This session helps you understand why health insurance is so important to protecting your financial well being and health by exploring important factors to cons...


Shop Smarter, Not Harder May 17, 2020 at 2:30 PM - 3:30 PM Woodlawn Library This class will touch on how to save money when shopping for groceries and household items. It will discuss things how to find deals, where to look for them, an...


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...


Financial Advisor? Do I need one? May 21, 2020 at 5:00 PM - 6:00 PM Lewes Public Library Questions around what a financial advisor is, what they do, how they get paid, and more will be answered during this session.


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 ...


Home Financing 101 Jun 2, 2020 at 6:30 PM - 8:00 PM Bear Library Are you considering buying a home or refinancing your mortgage? The Money School presents basics and answers to your questions on purchasing or refinancing with...


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...


Managing Taxes in Retirement Jun 11, 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...


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.


Everything You Didn't Know About Annuities Jun 18, 2020 at 5:00 PM - 6:00 PM Lewes Public Library Annuities are some of the most complex investment instruments ever created. This class presents an unbiased and educational look at how annuities work, the diff...


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...


Shop Smarter, Not Harder Jun 21, 2020 at 2:30 PM - 3:30 PM Woodlawn Library This class will touch on how to save money when shopping for groceries and household items. It will discuss things how to find deals, where to look for them, an...


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.


Retirement Bootcamp: Retirement Planning Jul 2, 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...


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...


Retirement Bootcamp: Savvy Social Security Jul 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 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.


Probate Seminar Jul 13, 2020 at 1:00 PM - 3:00 PM Bear Library


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 ...


Retirement Bootcamp: Retirement Investing Jul 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...


Shop Smarter, Not Harder Jul 19, 2020 at 2:30 PM - 3:30 PM Woodlawn Library This class will touch on how to save money when shopping for groceries and household items. It will discuss things how to find deals, where to look for them, an...


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...


Everything You Didn't Know About Annuities Aug 6, 2020 at 5:00 PM - 6:00 PM Lewes Public Library Annuities are some of the most complex investment instruments ever created. This class presents an unbiased and educational look at how annuities work, the diff...


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...


Shop Smarter, Not Harder Aug 16, 2020 at 2:30 PM - 3:30 PM Woodlawn Library This class will touch on how to save money when shopping for groceries and household items. It will discuss things how to find deals, where to look for them, an...


Eight 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...


Managing Taxes in Retirement Aug 20, 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...


Retirement Bootcamp: Savvy Social Security Aug 27, 2020 at 1:00 AM - 2:00 AM 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...


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.


Overview of Estate Planning and Elder Law Sep 16, 2020 at 6:00 PM - 8:00 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 ...


Shop Smarter, Not Harder Sep 20, 2020 at 2:30 PM - 3:30 PM Woodlawn Library This class will touch on how to save money when shopping for groceries and household items. It will discuss things how to find deals, where to look for them, an...


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 ...


Home Financing 101 Oct 7, 2020 at 6:30 PM - 8:00 PM Bear Library Are you considering buying a home or refinancing your mortgage? The Money School presents basics and answers to your questions on purchasing or refinancing with...


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...


Shop Smarter, Not Harder Oct 18, 2020 at 2:30 PM - 3:30 PM Woodlawn Library This class will touch on how to save money when shopping for groceries and household items. It will discuss things how to find deals, where to look for them, an...


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 ...


Eight 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...


Shop Smarter, Not Harder Nov 15, 2020 at 2:30 PM - 3:30 PM Woodlawn Library This class will touch on how to save money when shopping for groceries and household items. It will discuss things how to find deals, where to look for them, an...


Overview of Probate, Estate And Elder Law Nov 18, 2020 at 6:00 PM - 8:00 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 ...


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.


Shop Smarter, Not Harder Dec 20, 2020 at 2:30 PM - 3:30 PM Woodlawn Library This class will touch on how to save money when shopping for groceries and household items. It will discuss things how to find deals, where to look for them, an...


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.

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