Class Schedule

Upcoming Classes
Common Estate Planning Mistakes
Nov 5, 2018 at 5:00 PM - 6:00 PM
Georgetown Library

This joint presentation featuring Deirdre McCartney of SERGOVIC, CARMEAN WEIDMAN, McCARTNEY & OWENS, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. wi...
Script Your Family's Future: Why You Need an Estate Plan
Nov 27, 2018 at 10:30 AM - 11:30 AM
Greenwood Public Library

This course will discuss asset transfer, incapacity protection, guardian for minors or dependents, charitable intent and/or tax control. Includes a basic overvi...
Avoiding Probate
Jan 28, 2019 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 ...
Common Estate Planning Mistakes
Feb 25, 2019 at 5:00 PM - 6:00 PM
Lewes Public Library

This joint presentation featuring Deirdre McCartney of SERGOVIC, CARMEAN WEIDMAN, McCARTNEY & OWENS, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. wi...
VIEW FULL CLASS LISTING
©2018 The Delaware Financial Literacy Institute
A Not-for-Profit 501(c)(3) Organization