Delaware Money School - Class Schedule

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The Value of Working With a Certified Financial Planner May 25, 2022 at 1:00 PM - 2:00 PM Lewes Public Library CFP® professionals meet rigorous education, training, and ethical standards and are committed to serving their clients' best interests today to prepare them...


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...


Medicare Basics in Retirement Jun 10, 2022 at 10:30 AM - 11:30 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...


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.


Retirement Bootcamp: Retirement Planning Jun 14, 2022 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...


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...


The Home Buyer's Seminar Jun 15, 2022 at 6:00 PM - 7:00 PM Online: Harriet will send a link when you register The Home Buyers Seminar is designed to give you an overview of the Home Buying Process. The topics include: How to get started; The Process; The vendors typica...


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...


Retirement Bootcamp: Savvy Social Security Jun 21, 2022 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...


Retirement Bootcamp: Retirement Investing Jun 28, 2022 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...


Managing Taxes in Retirement Jul 7, 2022 at 1:00 PM - 2:00 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...


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 7^th 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...


Understanding Annuities Jul 12, 2022 at 5:00 PM - 6:00 PM Lewes Public Library This class is designed to help participants understand the basics of annuities. Topics covered include: variable annuities, fixed annuities, objectives and fea...


The Home Buyer's Seminar Jul 20, 2022 at 6:00 PM - 7:00 PM Online: Harriet will send a link when you register The Home Buyers Seminar is designed to give you an overview of the Home Buying Process. The topics include: How to get started; The Process; The vendors typica...


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. 8^th 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...


The Home Buyer's Seminar Aug 17, 2022 at 6:00 PM - 7:00 PM Online: Harriet will send a link when you register The Home Buyers Seminar is designed to give you an overview of the Home Buying Process. The topics include: How to get started; The Process; The vendors typica...


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 ...


The Home Buyer's Seminar Sep 21, 2022 at 6:00 PM - 7:00 PM Online: Harriet will send a link when you register The Home Buyers Seminar is designed to give you an overview of the Home Buying Process. The topics include: How to get started; The Process; The vendors typica...


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...


The Home Buyer's Seminar Oct 19, 2022 at 6:00 PM - 7:00 PM Online: Harriet will send a link when you register The Home Buyers Seminar is designed to give you an overview of the Home Buying Process. The topics include: How to get started; The Process; The vendors typica...


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...

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