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Events

Retirement Bootcamp: Retirement Planning/Success Webinar (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, January 20, 2022 - 5:00pm - 6:00pm

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 for planning a successful retirement? This 3 course series is a detailed retirement planning seminar designed to educate those who are nearing retirement or who have recently retired.

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Retirement Bootcamp: Savvy Social Security (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, January 27, 2022 - 5:00pm - 6:00pm

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 for planning a successful retirement? This 3 course series is a detailed retirement planning seminar designed to educate those who are nearing retirement or who have recently retired.

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Retirement Bootcamp: Retirement Investing (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, February 3, 2022 - 5:00pm - 6:00pm

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 for planning a successful retirement? This 3 course series is a detailed retirement planning seminar designed to educate those who are nearing retirement or who have recently retired.

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

Location: 
Lewes Public Library
Date: 
Thursday, February 17, 2022 - 5:00pm - 6:00pm

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

Location: 
Lewes Public Library
Date: 
Thursday, March 3, 2022 - 5:00pm - 6:00pm

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 required.

To register, please clink the link below or call our office at 410-677-4848.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 410-677-4848
Fax: 888-928-4742
Toll Free: 855-677-4848

Email: ericj@infocusfin.com

31454 Winterplace Parkway, Salisbury, Maryland 21804

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25 Chestnut Street, Georgetown, DE 19947

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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.

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