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Events

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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Retirement Investing (Taught by Eric Johnston, CFP)

Location: 
Easton Public Library
Date: 
Tuesday, October 22, 2019 - 4:00pm - 5:30pm

This course series is a designed to educate those who are nearing retirement or who have recently retired. We will cover the importance and basic strategies to plan a successful retirement, and positioning your portfolio to last. Our goal is to help make people aware of the challenges in retirement and teach them suitable ways to prepare and overcome them.

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Retirement Investing (Taught by Eric Johnston, CFP)

Location: 
Mac Inc Area Agency On Aging
Date: 
Tuesday, October 29, 2019 - 10:00am - 11:00am

This course series is a designed to educate those who are nearing retirement or who have recently retired. We will cover the importance and basic strategies to plan a successful retirement, and positioning your portfolio to last. Our goal is to help make people aware of the challenges in retirement and teach them suitable ways to prepare and overcome them.

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How We Do It 2019

Location: 
Baywood Greens, Long Neck, DE
Date: 
Tuesday, October 29, 2019 - 6:00pm - 8:00pm

It’s that time of year again and our How We Do It event is right around the corner! We would like to take time out to be able to show you how far we have come and the services we offer. This event will also be a great chance to meet our new team.

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

Location: 
Lewes Public Library
Date: 
Tuesday, November 19, 2019 - 5:00pm - 6:30pm

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

Location: 
Lewes Public Library
Date: 
Tuesday, December 10, 2019 - 4:30pm - 5:30pm

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

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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.

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