Class Schedule

Upcoming Classes
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...
Medicare Basics in Retirement
Sep 30, 2022 at 10:30 AM - 11:30 AM
Rehoboth Beach Library

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...
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
Sponsored by Rashmi Rangan

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