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Events

Inheritance Management (Taught by Robert Jeter, CFP , CRPC)

Location: 
Webinar
Date: 
Thursday, October 8, 2020 - 5:00pm - 6:00pm

 Are you the executor or beneficiary of an estate? Handling the death of a loved one is an incredibly difficult time. Finances can make it harder as there are a number of deadlines and things you need to know. This course will walk through various financial considerations and implications you need to be aware of to smoothly transfer assets and minimize confusion in a difficult time.

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

Location: 
Webinar
Date: 
Thursday, October 15, 2020 - 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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Understanding Annuities (Taught by Robert Jeter, CFP, CRPC)

Location: 
Webinar
Date: 
Thursday, October 15, 2020 - 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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Retirement Roadmap (Taught by Robert Jeter, CFP, CRPC)

Location: 
Webinar
Date: 
Thursday, October 22, 2020 - 5:00pm - 6:00pm

Nearing retirement or recently retired? This course is for you. We will examine the things you need to do to be prepared to take the major step into retirement. We will also talk about considerations for those who are newly retired to maximize your retirement years.

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

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Setting up Your Surviving Spouse for Success (Taught by Robert Jeter, CFP, CRPC)

Location: 
Webinar
Date: 
Thursday, November 5, 2020 - 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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Managing Taxes In Retirement Webinar (Taught by Robert Jeter, CFP, CRPC)

Location: 
Webinar
Date: 
Thursday, November 12, 2020 - 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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Retirement Bootcamp: Retirement Planning/Success Webinar (Taught by Robert Jeter, CFP, CRPC)

Location: 
Webinar
Date: 
Thursday, November 19, 2020 - 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 Planning/Success Webinar (Taught by Robert Jeter, CFP, CRPC)

Location: 
Webinar
Date: 
Thursday, November 19, 2020 - 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 Webinar (Taught by Robert Jeter, CFP, CRPC)

Location: 
Webinar
Date: 
Thursday, December 3, 2020 - 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: 
Webinar
Date: 
Thursday, December 10, 2020 - 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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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.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate
ownership from any other named entity.  Please feel free to inquire for additional details.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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