Class Information
Estate Planning for Retirees Who Want to Leave a Financial Legacy
Tuesday, August 22 at 10:30 AM - 11:30 AM
Lewes Public Library
111 Adams Ave.
Lewes, DE 19958

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 retirement planning advice and strategies on how to maximize your retirement income, minimize taxes, and leave a financial legacy that aligns with your values and goals.

During the workshop, you will learn about:
The importance of estate planning for retirees
Different types of trusts and their uses
Strategies for maximizing retirement income and minimizing taxes
Different options for leaving a financial legacy
The potential legal and financial challenges that may arise during estate planning
Common mistakes to avoid during estate planning
Q&A session for any remaining questions
Rashmi Rangan | 302-824-5219 | 600 South Harrison Street | Wilmington, DE 19805 |