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  2. Giving Back To The Community

Giving Back To The Community

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Our Advisor's frequently speak to the public and private organizations on a variety of retirement related topics. Whether you are someone looking to learn more about potentially improving your own plan, or looking for an experienced speaker for your organization we have several different topics and opportunities for learning available. Our intent through these programs is to help people better prepare for retirement. The vast majority of our attendees are looking for useful education on managing their retirement. That is what we provide. They are purely educational. We do, however, find some attendees realize they could use an advisor. So on occasion we meet new clients through these efforts. 

Courses Open To The Public: Our Advisors are passionate about helping people in our community learn more about the various aspects of retirement. They can frequently be found throughout the year teaching for various non-profit and lifelong learning organizations on retirement related topics. You can find the dates and times of these presentations as well as registration requirements by following the link below. 

See Our Class Schedule

Corporate Education: Our highly credentialed and experienced Advisors are regularly sought out by private organizations to help their employees prepare for a successful retirement. Click the link below to see our brochure on programs currently available for corporations. Inquiries should be made to James Whitlock at 410-677-4848.

Corporate Education

 

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.

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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