Class Schedule

All Classes
How Tax Planning Changes Through Four Stages of Retirement
Feb 8, 2023 at 1:00 PM - 2:30 PM
Lewes Public Library

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Money $mart$ 4 part series: Part 1 There's a hole in my pocket!
Feb 8, 2023 at 6:00 PM - 7:30 PM
Newark Library

Explore numerous ways to consider balancing a budget while building liquidity for the short-term, emergency funds for when the unexpected happens, and investmen...
Managing Taxes in Retirement
Feb 9, 2023 at 5:00 PM - 6:00 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...
Social Security Planning: What You Don't Know
Feb 13, 2023 at 6:00 PM - 8:00 PM
Appoquinimink Library

National Social Security Advisor, Darren Moore has designed this presentation to provide you with information needed to help make the most of Social Security an...
Money $marts: 1. The best thing money can buy is Financial Freedom
Feb 13, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mon...
The Home Buyer's Seminar
Feb 15, 2023 at 6:00 PM - 7:00 PM
Virtual

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...
Understanding Annuities
Feb 16, 2023 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...
Social Security Planning: What You Don't Know
Feb 21, 2023 at 6:00 PM - 8:00 PM
Bear Library

National Social Security Advisor, Darren Moore has designed this presentation to provide you with information needed to help make the most of Social Security an...
What's Next? Overview of Probate and Tips for Planning Ahead
Feb 24, 2023 at 1:00 PM - 2:00 PM
This course is online. Registration Required.

This one hour course will give an overview of the probate process in Delaware and will give pointers for thinking about estate planning. We will discuss why it ...
Don’t Retire Boke: 6 Smart Strategies to Take Back Control of Your Retirement Planning
Feb 27, 2023 at 10:30 AM - 11:30 AM
Lewes Public Library

At this workshop, you will learn how to take control of your retirement planning and secure your financial future. You will discover:: Powerful strategies to...
How Tax Planning Changes Through Four Stages of Retirement
Mar 8, 2023 at 1:00 PM - 2:30 PM
Lewes Public Library

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Money $mart$ 4 part series: Part 2 Money Doesn't Grow on Trees
Mar 8, 2023 at 6:00 PM - 7:30 PM
Newark Library

provides basic investment concepts and examines opportunities available to first time, small-dollar investors
Social Security Planning: What You Don't Know
Mar 13, 2023 at 6:00 PM - 8:00 PM
Appoquinimink Library

National Social Security Advisor, Darren Moore has designed this presentation to provide you with information needed to help make the most of Social Security an...
Money $marts: 2. There's a hole in my pocket!
Mar 13, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
Social Security Planning: What You Don't Know
Mar 14, 2023 at 6:00 PM - 8:00 PM
Bear Library

National Social Security Advisor, Darren Moore has designed this presentation to provide you with information needed to help make the most of Social Security an...
Understanding Social Security Benefits and How They Fit into Your Future Plan
Mar 20, 2023 at 10:30 AM - 11:30 AM
Lewes Public Library

Are you concerned about how to plan for your retirement? As you're looking ahead and thinking about retirement, you may have unique financial needs and challeng...
Money $marts: 3. You got me going to the Bank!
Apr 10, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
Money $mart$ 4 part series: Part 3 Till Debt Do Us Part
Apr 12, 2023 at 6:00 PM - 7:30 PM
Newark Library

Focuses on smart borrowing and disclosures - especially through understanding Truth-in-Lending Act and debt-to-income ratios-equally relevant to the wealth buil...
Ready, Set, Bank--a Two part series
Apr 12, 2023 at 2:00 PM - 3:00 PM
Brandywine Hundred Library

Online banking offers plenty of advantages. You can do it from just about anywhere and its easy once you know how to do it. Get the tools and confidence to st...
How Tax Planning Changes Through Four Stages of Retirement
Apr 19, 2023 at 1:00 PM - 2:30 PM
Lewes Public Library

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Ready, Set, Bank--a Two part series
Apr 19, 2023 at 2:00 PM - 3:00 PM
Brandywine Hundred Library

Online banking offers plenty of advantages. You can do it from just about anywhere and its easy once you know how to do it. Get the tools and confidence to st...
Money $marts: 4. Crack the Credit Code
May 8, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
How Tax Planning Changes Through Four Stages of Retirement
May 10, 2023 at 1:00 PM - 2:30 PM
Lewes Public Library

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Beca...
Money $mart$ 4 part series: Part 4 To Your Golden Years
May 10, 2023 at 6:00 PM - 7:30 PM
Newark Library

Wraps up the series with reflections on money and credit as a powerful tool that can shape one's financial destiny, not just something to help them get by.
The Keys to Managing Social Security and Other Retirement Income Source
May 23, 2023 at 10:30 AM - 11:30 AM
Lewes Public Library

Are you nearing retirement or already in retirement and wondering how to best manage your Social Security benefits and other retirement income sources? Then thi...
Money $marts: 5. Till Debt Do Us Part
Jun 12, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
Money $marts: 6. An Ounce of Prevention
Jul 10, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
Money $marts: 7. Protect what you built
Aug 14, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
Estate Planning for Retirees Who Want to Leave a Financial Legacy
Aug 22, 2023 at 10:30 AM - 11:30 AM
Lewes Public Library

If you are in your mid or late phase of retirement, it's important to start planning for your estate and financial legacy. This workshop will provide expert r...
Money $marts: 8. Put your money to work! Invest
Sep 11, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
Money $marts: 9. Homeownership is how we build wealth
Oct 9, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
Retirement budgeting: How to make your money stretch further
Oct 18, 2023 at 1:30 PM - 2:30 PM
Lewes Public Library

Are you looking for ways to make your money stretch further in retirement? Join us for our upcoming workshop, "Retirement Budgeting: How to Make Your Money Stre...
Money $marts: 10. Cheers! To your golden years
Nov 13, 2023 at 6:00 PM - 7:30 PM
By invitation to the graduates of Money $marts Accelerator

The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
Retirement Planning 101: How to Achieve Your Financial Goals
Nov 15, 2023 at 1:30 PM - 2:30 PM
Lewes Public Library

During the workshop, attendees will learn: The importance of starting to plan for retirement early How to calculate how much money you will need to save for...
December Retirement Planning: Get Your Finances in Order for the New Year
Dec 13, 2023 at 1:30 PM - 2:30 PM
Lewes Public Library

Attendees will learn: The importance of setting retirement goals and creating a plan to achieve them How to evaluate their current financial situation and i...
Rashmi Rangan | 302-824-5219 | 600 South Harrison Street | Wilmington, DE 19805 | Rrangan@dcrac.org