TOMORROW Understanding Annuities hosted at the Lewes Public Library in March
UNDERSTANDING ANNUITIES & TAX MANAGEMENT WORKSHOPS FOR THOSE AT OR NEAR RETIREMENT
Financial workshops will be taught at the Lewes Public Library throughout March 2022, brought to you by InFocus Financial Advisors, Inc. The two workshops named, “Understanding Annuities” and “Managing Taxes in Retirement”, will cover planning items specific to those near retirement, recently retired, or already retired. The course on managing taxes will examine various tax-related topics for individuals. We will cover Required Minimum Distributions (RMD’s), Tax withholding, Medicare Premiums, distribution planning, minimizing your lifetime tax liability and other planning items to help attendees determine how to pursue appropriate long-term tax planning. The course on understanding annuities will focus on breaking down a complex product to help you gain an understanding of what annuities are, how they work, and when they may be suitable for an investor.
The sponsor of the Retirement Bootcamp Series, Delaware Money School, will provide CERTIFIED FINANCIAL PLANNER™ Robert Jeter, CFP®, CRPC® to instruct the workshop series. 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.
Understanding Annuities: Thursday March 3rd, 2022 5:00pm – 6:00pm
Space is limited! Registration to attend the class is done online at www.retireinfocus.com/bootcamp2022 or at http://www.demoneyschool.org/
Money School, the "signature program" of DCRAC, provides more than 650 free financial and business start-up classes across the state each year. Class topics range from simple budgeting and saving to investing and retirement planning- and everything in between! Hassle-free, sales-free classes are taught by volunteers from the non-profit, financial, and government sectors.
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.
For more information on these classes contact:
Gregory Holman, Senior Relationship Manager
gregoryh@retireinfocus.com
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway
Salisbury, MD 21804
410-677-4848
