Delaware Money School - Class Schedule

The Money School

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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. 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...


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 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...


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...


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...

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