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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...
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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...
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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...
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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.
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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
7th 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...
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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...
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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...
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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. 8th 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...
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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...
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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 ...
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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...
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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...
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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...
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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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