 |
 |
My Money, My lifestyle: 4 sessions
Oct 3, 2023 at 6:00 PM - 7:30 PM
Appoquinimik Library
September 5
HOW TAX PLANNING CHANGES THROUGH FOUR STAGES OF RETIREMENT, Peter Gaertner
Your tax exposure changes throughout retirement. You need a strategy th...
|
|
|
|
Medicare Basics in Retirement
Oct 5, 2023 at 2:00 PM - 3:00 PM
South Coastal Library
This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
|
|
|
|
Medicare Basics in Retirement
Oct 5, 2023 at 2:00 PM - 3:00 PM
South Coastal Library
This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
|
|
|
|
Medicare Basics in Retirement
Oct 5, 2023 at 10:30 AM - 11:30 AM
Rehoboth Beach Library
This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
|
|
|
|
Money $marts: 9. Homeownership is how we build wealth
Oct 9, 2023 at 6:00 PM - 7:30 PM
https://bit.ly/DCRAC
The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
|
|
|
|
Overview of Estate Planning and Elder Law
Oct 16, 2023 at 10:00 AM - 12:00 PM
Lewes Public Library
Overview of Estate Planning and Elder Law goes into detail about Wills, Power of Attorney, Advance Healthcare Directive, Guardianship, Trusts, and other topics ...
|
|
|
|
Get to Know Medicare
Oct 17, 2023 at 6:00 PM - 7:30 PM
Appoquinimik Library
This course will be most beneficial to participants who need help to better understand Medicare in general and have a trusted advisor help demystify the concept...
|
|
|
|
Medicare Basics in Retirement
Oct 18, 2023 at 1:00 PM - 2:00 PM
Bear Library
This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
|
|
|
|
How Tax Planning Changes Through Four Stages of Retirement
Oct 18, 2023 at 11:00 AM - 12:30 PM
Lewes Public Library
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.
Beca...
|
|
|
|
Retirement budgeting: How to make your money stretch further
Oct 18, 2023 at 1:30 PM - 2:30 PM
Lewes Public Library
Are you looking for ways to make your money stretch further in retirement? Join us for our upcoming workshop, "Retirement Budgeting: How to Make Your Money Stre...
|
|
|
|
HOW TO ADULT: MONEY MANAGEMENT
Oct 19, 2023 at 6:30 PM - 7:30 PM
Kent County Library
Don't wait until you graduate from high school to begin planning how to fund your basic needs. Adulting is difficult and once you're there, help is hard to find...
|
|
|
|
Crack the Credit Code
Oct 23, 2023 at 6:00 PM - 7:00 PM
https://bit.ly/DCRAC
In response to Delawareans eager to boost their credit, this seminar tackles credit basics. It is offered on line on the fourth Monday from 6 pm to 7 pm.
|
|
|
|
Medicare Basics in Retirement
Oct 26, 2023 at 10:30 AM - 11:30 AM
Selbyville Library
This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
|
|
|
|
Medicare Basics in Retirement
Oct 27, 2023 at 10:30 AM - 11:30 AM
Lewes Public Library
This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
|
|
|
|
Medicare Basics in Retirement
Oct 27, 2023 at 10:30 AM - 11:30 AM
Lewes Public Library
This class explores what Medicare options are available to retirees and is ideal for those who already have medicare or those who are approaching eligibility. C...
|
|
|
|
Taxation Bootcamp: Managing Taxes in Retirement
Nov 7, 2023 at 5:00 PM - 6:00 PM
Lewes Public Library
This class will examine the steps individuals need to take to properly plan for their Required Minimum Distributions and avoid the many pitfalls retirees face w...
|
|
|
|
HOW TO ADULT: MONEY MANAGEMENT
Nov 9, 2023 at 6:30 PM - 7:30 PM
Kent County Library
Don't wait until you graduate from high school to begin planning how to fund your basic needs. Adulting is difficult and once you're there, help is hard to find...
|
|
|
|
Money $marts: 10. Cheers! To your golden years
Nov 13, 2023 at 6:00 PM - 7:30 PM
By invitation to the graduates of Money $marts Accelerator
The Money $marts Accelerator is designed for those in search of understanding the fundamentals of managing money. Offered on zoom the second Monday of each mont...
|
|
|
|
How Tax Planning Changes Through Four Stages of Retirement
Nov 14, 2023 at 11:30 AM - 1:00 PM
Lewes Public Library
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.
Beca...
|
|
|
|
Taxation Bootcamp: Savvy Roth Conversion Strategies
Nov 14, 2023 at 5:00 PM - 6:00 PM
Lewes Public Library
In this class we will discuss strategies of creating and enhancing your tax-free portfolio. Attendees will learn Roth IRA rules, the appropriate times to accele...
|
|
|
|
Social Security Planning: What You Don't Know
Nov 15, 2023 at 6:00 PM - 8:00 PM
Bear Library
National Social Security Advisor, Darren Moore has designed this presentation to provide you with information needed to help make the most of Social Security an...
|
|
|
|
Retirement Planning 101: How to Achieve Your Financial Goals
Nov 15, 2023 at 1:30 PM - 2:30 PM
Lewes Public Library
During the workshop, attendees will learn:
The importance of starting to plan for retirement early
How to calculate how much money you will need to save for...
|
|
|
|
Taxation Bootcamp: Medicare Made Simple
Nov 21, 2023 at 5:00 PM - 6:00 PM
Lewes Public Library
This class will cover navigating healthcare expense and Medicare plans throughout retirement. We'll review enrollment periods, avoiding late enrollment penaltie...
|
|
|
|
Avoiding Probate
Nov 28, 2023 at 5:00 PM - 6:00 PM
Georgetown Library
This course outlines what probate is and how to avoid it; the different types of wills and how to choose the correct one; along with understanding what happens ...
|
|
|
|
How Tax Planning Changes Through Four Stages of Retirement
Dec 12, 2023 at 11:30 AM - 1:00 PM
Lewes Public Library
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.
Beca...
|
|
|
|
Social Security Planning: What You Don't Know
Dec 13, 2023 at 6:00 PM - 8:00 PM
Bear Library
National Social Security Advisor, Darren Moore has designed this presentation to provide you with information needed to help make the most of Social Security an...
|
|
|
|
December Retirement Planning: Get Your Finances in Order for the New Year
Dec 13, 2023 at 1:30 PM - 2:30 PM
Lewes Public Library
Attendees will learn:
The importance of setting retirement goals and creating a plan to achieve them
How to evaluate their current financial situation and i...
|
|
|
|
HOW TO ADULT: MONEY MANAGEMENT
Dec 14, 2023 at 6:30 PM - 7:30 PM
Kent County Library
Don't wait until you graduate from high school to begin planning how to fund your basic needs. Adulting is difficult and once you're there, help is hard to find...
|
|
|
Budgeting, Saving, and Credit
Business Start-up & Entrepreneurship
Consumer Education
Health and Finances
Home Ownership and Mortgages
Investing and Insurance
Money Clubs
Online Classes
Retirement and Social Security
Wills and Estate Planning
Youth and Young Adult
Full Class Listing