“Don’t Leave It All To Your Kids! A Dynamic Spending Workshop” at the Lewes Public Library
InFocus Financial Advisors, Inc. will be hosting a workshop on dynamic spending in retirement. The workshop will be taught at the Lewes Public Library in Lewes, DE. The topics covered during this workshop will include:
- Creating a spending strategy that maximizes spending during your early and more active years of retirement
- How following traditional spending rules during retirement might not always be more valuable or rewarding
- Leaving your kids with a healthy amount of money without compromising your budget during retirement
The workshop will be instructed by Certified Financial Planner™ Robert Jeter, Robert regularly speaks to public and private audiences around the Eastern Shore of Maryland and Delaware on various retirement-related topics. His goal is to help people become aware of the challenges of investing in retirement and teach them suitable ways to overcome them.
Don’t Leave It All To Your Kids! A Dynamic Spending Workshop
Tues, Oct 17 – 1:00 pm – 2:00 pm
Robert Jeter, CFP®, CRPC®, is a Financial Advisor offering Securities and Advisory services through Cetera Advisors, LLC member FINRA, SIPC, a broker/dealer, and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Space is limited! Registration to attend the workshop is done online at: https://retireinfocus.com/dynamic-spending/
For more information about the workshop or to reserve a seat, please contact Jessica Grangier of InFocus Financial Advisors, Inc. at jessicag@retireinfocus.com.
Event Details:
Date: Thursday, October 17, 2024
Time: 1:00 pm – 2:00 pm
Location: Lewes Public Library, 111 Adams Ave, Lewes, DE 19958
Registration: https://retireinfocus.com/dynamic-spending/
About InFocus Financial Advisors, Inc.:
InFocus Financial Advisors, Inc., is committed to providing proactive planning and investment services to create retirement success for its clients. With a team of experienced professionals, InFocus offers advanced financial expertise while prioritizing cost-effectiveness.
For media inquiries, please contact:
Jessica Grangier
Client Experience Associate
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway, Salisbury, MD 21804
Phone: 410-677-4848
Email: jessicag@retireinfocus.com