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Events

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

Location: 
Lewes Public Library
Date: 
Tuesday, August 10, 2021 - 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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Setting up Your Surviving Spouse for Success (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, August 19, 2021 - 5:00pm - 6:00pm

What happens if you pre-decease your spouse? What kind of financial situation are you leaving behind? We will talk about survivorship considerations for retirees. This includes social security survivorship, pension distribution options, beneficiary IRA’s and more.

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

Location: 
Lewes Public Library
Date: 
Thursday, August 26, 2021 - 5:00pm - 6:00pm

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. The class will be hosted by the DE Money School.

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

Location: 
Lewes Public Library
Date: 
Tuesday, August 31, 2021 - 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: 
Tuesday, September 14, 2021 - 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.

  • Read more

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

Location: 
Lewes Public Library
Date: 
Thursday, October 7, 2021 - 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.

  • Read more

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