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Events

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

Location: 
Easton Public Library
Date: 
Tuesday, December 10, 2019 - 4:00pm - 5:00pm

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: 
Wednesday, December 11, 2019 - 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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Managing Taxes In Retirement (Taught by Robert Jeter, CFP, CRPC)

Location: 
South Coastal Library
Date: 
Thursday, December 12, 2019 - 2:00pm - 3:00pm

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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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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