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Events

Financial Success in Your 60's (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, September 12, 2019 - 5:00pm - 6:30pm

Retirement is different than it used to be. No longer do you stop working and enjoy 10 or so years off work. With the average life expectancy getting longer and longer people can live 20, 25 or even 30 years into retirement. That is basically another career in its self.

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Managing Taxes In Retirement (Taught by Robert Jeter, CFP, CRPC)

Location: 
Easton Public Library
Date: 
Wednesday, September 25, 2019 - 4:00pm - 5:30pm

This class, open to the public and taught by Certified Financial Planner Robert Jeter will examine various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items.

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Your Brain On Investments (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, September 26, 2019 - 5:00pm - 6:00pm

This class sponsored by the Delaware Money School will focus on the intersection between human psychology and investing. We will explore several behavioral and cognitive biases that can affect how you view your investments, and make decisions surrounding them. The presentation will conclude with a follow-up open discussion.

 

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Understanding Annuities (Taught by Robert Jeter, CFP, CRPC)

Location: 
Osher Lifelong Learning Institute - Lewes Campus
Date: 
Thursday, October 10, 2019 - 1:30pm - 3:00pm

Annuities are complex investment instruments. This class presents an objective and educational look at how annuities work, the different types and features of annuities as well as the benefits and downsides to each. Registration is through the Osher Lifelong Learning Institute. Membership is required.

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Your Brain On Investments (Taught by Robert Jeter, CFP, CRPC)

Location: 
Osher Lifelong Learning Institute, Lewes, DE
Date: 
Thursday, October 17, 2019 - 1:30am - 3:00am

This class will focus on the intersection between human psychology and investing. We will explore several behavioral and cognitive biases that can affect how you view your investments, and make decisions surrounding them. The presentation will conclude with a follow-up open discussion.

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Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate
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