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.
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.
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.
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.
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.
This class, taught through the Delaware Money School examines 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.
For registration, please click the link below or call our office at 410-677-4848.
This joint presentation featuring Deirdre McCartney of Sergovic, Carmean, Weidman, McCartney & Owens, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. will focus on the common mistakes and misconceptions associated with estate planning.
This class, taught through the Osher Lifelong Learning Institute in Lewes, DE examines 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.
This joint presentation featuring Deirdre McCartney of Sergovic, Carmean, Weidman, McCartney & Owens, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. will focus on the common mistakes and misconceptions associated with estate planning. This class is taught through the Osher Lifelong Learning Institute in Lewes, DE. Registration with Osher is required.
Phone: 410-677-4848
Fax: 888-928-4742
Toll Free: 855-677-4848
Email: ericj@infocusfin.com
327 Tilghman Rd. Suite 100, Salisbury, Maryland 21804
406 S. Bedford St. Georgetown, Delaware
© 2018 InFocus Financial Advisors, Inc.. All rights reserved.
