Class Schedule

All Classes
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...
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...
Avoiding Probate
Aug 29, 2022 at 5:00 PM - 6:00 PM
Georgetown 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 ...
Retirement Bootcamp: Retirement Planning
Sep 6, 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
Sep 7, 2022 at 1:00 PM - 3:00 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 $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 ...
Retirement Bootcamp: Savvy Social Security
Sep 13, 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...
Eight Common Estate Planning Mistakes
Sep 19, 2022 at 5:00 PM - 6:00 PM
Lewes Public Library

This joint presentation featuring Deirdre McCartney of SERGOVIC, CARMEAN WEIDMAN, McCARTNEY & OWENS, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. wi...
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...
Retirement Bootcamp: Retirement Investing
Sep 27, 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
Oct 4, 2022 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...
How Tax Planning Changes Through Four Stages of Retirement
Oct 5, 2022 at 1:00 PM - 3:00 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 $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...
What’s New with Social Security: 7 Key Things to Watch for in 2022
Oct 11, 2022 at 6:00 PM - 7:00 PM
Lewes Library

Social security can be hard to understand. The system is complex and the rules keep changing. To make the most of your social security benefits, it is important...
Understanding Annuities
Oct 13, 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...
Avoiding Probate
Oct 17, 2022 at 5:00 PM - 6:00 PM
Lewes Public 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 ...
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...
How Tax Planning Changes Through Four Stages of Retirement
Nov 2, 2022 at 1:00 PM - 3:00 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...
Year-End Planning: Strategies to Help You Save on Taxes & Get More Out of Your IRA
Nov 8, 2022 at 1:00 PM - 2:00 PM
Lewes Library

The end of the year is a great time to take a look at your finances and make any necessary changes to ensure that you're taking advantage of all the tax breaks ...
Avoiding Probate
Nov 14, 2022 at 5:00 PM - 6:00 PM
Georgetown 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 ...
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...
Year-End Planning: Strategies to Help You Save on Taxes & Get More Out of Your IRA
Dec 7, 2022 at 10:30 AM - 11:30 AM
Lewes Library

The end of the year is a great time to take a look at your finances and make any necessary changes to ensure that you're taking advantage of all the tax breaks ...
Rashmi Rangan | 302-824-5219 | 600 South Harrison Street | Wilmington, DE 19805 | Rrangan@dcrac.org