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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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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 ...
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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...
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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...
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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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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...
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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...
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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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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...
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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...
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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...
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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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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...
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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...
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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 ...
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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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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...
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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 ...
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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 ...
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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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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 ...
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Budgeting, Saving, and Credit
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Retirement and Social Security
Wills and Estate Planning
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Full Class Listing