Class Schedule

Upcoming Classes
The Haves and The Have Nots
Aug 18, 2020 at 1:00 PM - 3:00 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...
Eight Common Estate Planning Mistakes
Aug 19, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

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 Is Online - Registration Required

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...
Savvy Social Security
Aug 27, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

Credit Matters
Sep 1, 2020 at 5:30 PM - 6:30 PM
This Class is Online - Registration Required

Credit can help you secure a loan, buy a car and more. Get credit management tips and learn how credit affects your financial identity. Whether they want to bui...
Money Matters: Budgeting, Savings, & All Things Money
Sep 8, 2020 at 10:00 AM - 11:00 AM
This Class is Online - Registration Required
Sponsored by DCRAC

This is a one-hour session about personal finance. Topics include budgeting, credit, saving, and income sources. Bring your questions, and enjoy conversation ar...
Taking Control of Your Finances
Sep 8, 2020 at 12:00 PM - 1:00 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...
Retirement Bootcamp: Retirement Planning
Sep 10, 2020 at 5:00 AM - 6:00 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...
Overview of Estate Planning
Sep 15, 2020 at 10:00 AM - 11:00 AM
This Class is Online - Registration Required

Why you need a will, how to go about getting one, and tips to keep in mind.
Retirement Bootcamp: Savvy Social Security
Sep 17, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

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...
Medicare Basics in Retirement
Sep 18, 2020 at 11:00 AM - 12:00 PM
Lewes Public Library--ZOOM Meeting

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...
Durable Power of Attorney and Why YOU Need One
Sep 22, 2020 at 10:00 AM - 11:00 AM

Sponsored by DCRAC

This one hour class is dedicated to discussing the Durable Power of Attorney document. We will review how to appoint an agent, why it is important, and answer q...
Taking Control of Your Finances
Sep 22, 2020 at 5:30 PM - 6:30 PM
This Class is Online - Registration Required

Let's begin setting the groundwork for creating good financial habits by giving individuals the knowledge they need to organize their bills, repay their debts a...
Power Pay Your Debt Away and Improving Your Credit Score
Sep 22, 2020 at 12:00 PM - 1:00 PM
This Class is Online - Registration Required

Looking for strategies to reduce your debt to increase your credit score? This session will share strategies to organize your debt to pay it off quickly and wil...
Estate Planning Following the Death of a Spouse
Sep 23, 2020 at 5:00 PM - 6:00 PM
This Class is Online - Registration Required

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 steps...
Retirement Bootcamp: Retirement Investing
Sep 24, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

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...
Tips and Strategies for Saving on a Tight Budget
Sep 29, 2020 at 12:00 PM - 1:00 PM
This Class is Online - Registration Required

If your goal is to try to begin or strengthen a savings plan, this workshop will provide you with the tools. We will also discuss simple techniques to "find mon...
What's Next? Overview of Probate and Tips for Planning Ahead
Oct 1, 2020 at 3:00 PM - 4:00 PM
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...
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...
Inheritance Management
Oct 8, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

Are you the executor or beneficiary of an estate? Handling the death of a loved one is an incredibly difficult time. Finances can make it harder as there are a...
Becoming Retirement Ready Part 1
Oct 13, 2020 at 12:00 PM - 1:00 PM
This Class is Online - Registration Required

In this session, we'll review a strategy to determine how much retirement savings you will need and explore this as it relates to potential income streams inclu...
Saving with a Purpose
Oct 14, 2020 at 5:30 PM - 6:30 PM
This Class is Online - Registration Required

Consistency is key to establishing good financial habits. Here we'll review bill management, building an emergency fund, earning some extra cash and sticking to...
Understanding Annuities
Oct 15, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

This class is designed to help participants understand the basics of annuities. Topics covered include: variable annuities, fixed annuities, objectives and fea...
Eight Common Estate Planning Mistakes
Oct 19, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

This joint presentation featuring Deirdre McCartney of SERGOVIC, CARMEAN WEIDMAN, McCARTNEY & OWENS, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. wi...
Retirement Roadmap
Oct 22, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

Nearing retirement or recently retired? This course is for you. We will examine the things you need to do to be prepared to take the major step into retirement....
Becoming Retirement Ready Part 2
Oct 27, 2020 at 12:00 PM - 1:00 PM
This Class is Online - Registration Required

How do you invest your retirement savings? This session will review investment options.
What's Next? Overview of Probate and Tips for Planning Ahead
Nov 5, 2020 at 6:00 PM - 7:00 PM
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...
Setting Up Your Surviving Spouse for Success
Nov 5, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

What happens if you pre-decease your spouse? What kind of financial situation are you leaving behind? We will talk about survivorship considerations for retiree...
Health Insurance in Your Senior Years - Medicare
Nov 10, 2020 at 12:00 PM - 1:00 PM
This Class is Online - Registration Required

Health Insurance in retirement looks a bit different. This session will rebiew information about Medicare, medicare supplement and employer based insurance at 6...
Managing Taxes in Retirement
Nov 12, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

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...
Smart Choice Health Insurance Basics- Choosing the Right Plan
Nov 12, 2020 at 12:00 PM - 1:00 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...
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 ...
Retirement Bootcamp: Retirement Planning
Nov 19, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

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- Choosing the Right Plan
Nov 24, 2020 at 12:00 PM - 1:00 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...
Protecting Your Identity
Dec 1, 2020 at 12:00 PM - 1:00 PM
This Class is Online - Registration Required

Identity theft is the fastest growing area of consumer crime and one of the most difficult to resolve, once it takes place. Do you know how to protect yourself...
What's Next? Overview of Probate and Tips for Planning Ahead
Dec 3, 2020 at 3:00 PM - 4:00 PM
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...
Retirement Bootcamp: Savvy Social Security
Dec 3, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

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
Dec 10, 2020 at 5:00 PM - 6:00 PM
Lewes Public Library- This Class Is Online - Registration Required

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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Rashmi Rangan | 302-824-5219 | 600 South Harrison Street | Wilmington, DE 19805 | Rrangan@dcrac.org