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Don’t Retire Broke: 6 Smart Strategies to Take Back Control of Your Retirement Planning

Don’t Retire Broke: 6 Smart Strategies to Take Back Control of Your Retirement Planning

In-person

 

Join us in the library for a one-hour in-person Money School educational workshop to learn six strategies you can leverage to take back control of your retirement planning. Our Certified Retirement Planning Counselor (CRPC) will provide you with the tools and knowledge you need to create a personalized plan that helps you achieve your financial goals.

At this workshop, you will learn how to take control of your retirement planning and secure your financial future. You will discover:

  • Powerful strategies to take control of your retirement planning and secure your financial future
  • Learn how to start saving early and maximize the power of compound interest
  • Understand and make the most of your employer-sponsored retirement benefits
  • Diversify your investment portfolio and minimize risk
  • Explore options for working longer and staying engaged in the workforce
  • Plan for healthcare costs and ensure that you are prepared for the unexpected
  • Consider alternative living options to reduce cost of living and gain access to new opportunities
  • Learn how to optimize the tax efficiency of withdrawals to maximize the value of your savings

This workshop is open to anyone interested in learning more about retirement planning, regardless of their current age or stage in life.

Presented by Bethany Lewis CRPC® Financial Advisor with Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. Bethany has a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. She is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk ins are welcome, as space allows. To register by phone, call 1-877-307-6858.

Date:
Monday, February 27, 2023
Time:
10:30am - 11:30am Eastern Time
Location:
Large Meeting Room West
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Social Services  
Registration has closed.