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Events

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

Location: 
Lewes Public Library
Date: 
Thursday, July 11, 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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Retirement Bootcamp: Retirement Investing (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, July 25, 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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Understanding Annuities (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, August 8, 2019 - 5:00pm - 6:30pm

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.

Click Here to Register

 

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

Location: 
Lewes Public Library
Date: 
Thursday, August 15, 2019 - 5:00pm - 6:30pm

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.

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Financial Success in Your 60's (Taught by Robert Jeter, CFP, CRPC)

Location: 
Lewes Public Library
Date: 
Thursday, September 12, 2019 - 5:00pm - 6:30pm

Retirement is different than it used to be. No longer do you stop working and enjoy 10 or so years off work. With the average life expectancy getting longer and longer people can live 20, 25 or even 30 years into retirement. That is basically another career in its self.

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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

327 Tilghman Rd. Suite 100, 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.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

 

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