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Delaware Money School offers estate planning seminar July 15

July 12, 2019

A free class is being offered to the public, Monday, July 15, 5 to 6 p.m., at the Lewes Public Library, 111 Adams Ave., Lewes. The class covers common estate planning mistakes and how to avoid them.

The class will help uncover some of the common myths about estate planning and offers suggestions on how to optimize financial future and legacy for one’s benefit and the benefit of loved ones.

The sponsor, Delaware Money School, is delighted to be able to provide free of charge, experienced and well qualified instructors, Deirdre O’Shea McCartney, Esq., and Robert Jeter to the public. Having written, spoken and taught on the subject many times, they break down what appears to be a complex subject, to simple, understandable layman’s terms.

This class focuses on steps the lay person can take to make sure they are not making these common mistakes and if they are how to avoid them. Everyone should be aware of these mistakes and be able to consult with their attorney and financial advisor on a plan for their future to correct them. This class teaches how to make better financial decisions in the context of estate planning.

The Money School is the signature program of the nonprofit Delaware Financial Literacy Institute. They offer more than 600 free, no-hassle personal finance classes a year, throughout the state, taught by volunteers from the nonprofit and corporate sectors. From Purses to Portfolios: Delaware Women Take Charge of Their Money, targets women's unique financial needs, and seeks to empower them. Participants can enroll in this program, earning a certificate that demonstrates a commitment to financial education.

Registration to attend the class is done at: http://www.dfli.org.

For more information on this class contact Diana L.J. Steelman at diana@sussexattorney.com or call 302-515-1824 

 

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