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Borrowing Basics
Sep 30, 2021 at 6:00 PM - 7:00 PM
This class is online: Registration Required
Explains credit and helps the participant decide whether they're ready to apply for credit.
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The Four Pillars of the New Retirement
Oct 2, 2021 at 11:00 AM - 12:30 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...
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Managing Taxes in Retirement
Oct 7, 2021 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...
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Life After Work – How to create a good life in retirement
Oct 7, 2021 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...
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Medicare Basics in Retirement
Oct 8, 2021 at 2:00 PM - 3:00 PM
South Coastal Library - In Person
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...
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Estate Planning
Oct 11, 2021 at 10:00 AM - 11:00 AM
Lewes Public Library- In Person
The importance of Estate Planning and what could go wrong if not prepared if something was to happen.
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The Four Pillars of the New Retirement
Oct 12, 2021 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...
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Understanding Annuities
Oct 14, 2021 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...
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Savvy IRA Planning for Baby Boomers
Oct 18, 2021 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...
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How Tax Planning Changes Through Four Stages of Retirement
Oct 20, 2021 at 1:00 PM - 3:00 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...
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Medicare Basics in Retirement
Oct 21, 2021 at 11:00 AM - 12:00 PM
Georgetown Library - In Person
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...
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Small Business: Banking Services
Oct 21, 2021 at 6:00 PM - 7:00 PM
This class is online: Registration Required
Explains business banking service options, like Merchant Services, payroll processing and business credit.
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Foundations of Investing
Oct 23, 2021 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...
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Financial Fitness
Oct 27, 2021 at 5:00 PM - 6:00 PM
Lewes Public Library- In Person
Six Steps to Legacy Planning for the Generations
1. Plan for incapacity
2. Get organized
3. Think about the people you love and the causes you care about
4....
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To Your Credit
Oct 28, 2021 at 6:00 PM - 7:00 PM
This class is online: Registration Required
Teaches participants how to read a credit report and how to build and repair credit history.
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Medicare Basics in Retirement
Oct 29, 2021 at 10:00 AM - 11:00 AM
Lewes Public Library- In Person
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...
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Medicare Basics in Retirement
Oct 29, 2021 at 10:00 AM - 11:00 AM
Lewes Public Library- In Person
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...
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Small Business: Credit Reporting
Nov 4, 2021 at 6:00 PM - 7:00 PM
This class is online: Registration Required
Teaches participants how credit reports are used to underwrite business loans, how to build or improve business credit and how to protect against credit-related...
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Life After Work – How to create a good life in retirement
Nov 4, 2021 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...
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Medicare Basics in Retirement
Nov 5, 2021 at 10:00 AM - 11:00 AM
Rehoboth Beach Library - In Person
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...
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Medicare Basics in Retirement
Nov 5, 2021 at 10:00 AM - 11:00 AM
Rehoboth Beach Library - In Person
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...
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Foundations of Investing
Nov 9, 2021 at 6:30 PM - 8:00 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...
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The Haves and The Have Nots
Nov 10, 2021 at 6:00 PM - 7:30 PM
This Class is Online - Registration Required
Introduction to fundamentals of financial management and provides tips for a successful journey in managing the resources that you have today and securing the r...
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Avoiding Probate
Nov 15, 2021 at 5:00 PM - 6:00 PM
Lewes Public Library- In Person
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 ...
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Retirement Bootcamp: Savvy Social Security
Nov 18, 2021 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...
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Your Own Home
Nov 18, 2021 at 6:00 PM - 7:00 PM
This class is online: Registration Required
Explains the home-buying process and provides information about borrowing against your home for pre-home buyers and homeowners.
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The Four Pillars of the New Retirement
Nov 20, 2021 at 11:00 AM - 12:30 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...
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Small Business: Insurance
Dec 9, 2021 at 6:00 PM - 7:00 PM
This class is online: Registration Required
Teaches participants about business insurance needs, insurance products and services.
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Financial Preparation and Recovery
Dec 16, 2021 at 6:00 PM - 7:00 PM
This class is online: Registration Required
Teaches participants how to rebuild credit and recover financially after a financial setback by creating a financial recovery plan.
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Budgeting, Saving, and Credit
Business Start-up & Entrepreneurship
Consumer Education
Health and Finances
Home Ownership and Mortgages
Investing and Insurance
Money Clubs
Online Classes
Retirement and Social Security
Wills and Estate Planning
Youth and Young Adult
Full Class Listing