Class Schedule

Upcoming Classes
How Tax Planning Changes Through Four Stages of Retirement
Feb 8, 2023 at 1:00 PM - 2:30 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...
Money $mart$ 4 part series: Part 1 There's a hole in my pocket!
Feb 8, 2023 at 6:00 PM - 7:30 PM
Newark Library
Sponsored by DCRAC and NAACP

Explore numerous ways to consider balancing a budget while building liquidity for the short-term, emergency funds for when the unexpected happens, and investmen...
Managing Taxes in Retirement
Feb 9, 2023 at 5:00 PM - 6:00 PM
Lewes Public Library

This class examines various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD's (Required Minimum D...
Social Security Planning: What You Don't Know
Feb 13, 2023 at 6:00 PM - 8:00 PM
Appoquinimink Library
Sponsored by Darren Moore

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...
Money $marts: 1. The best thing money can buy is Financial Freedom
Feb 13, 2023 at 6:00 PM - 7:30 PM
Sponsored by Rashmi Rangan

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 mon...
Rashmi Rangan | 302-824-5219 | 600 South Harrison Street | Wilmington, DE 19805 |