If you are in  your mid or late phase of retirement, it's important to start planning for your estate and financial legacy. This workshop will provide expert retirement planning advice and strategies on how to maximize your retirement income, minimize taxes, and leave a financial legacy that aligns with your values and goals. During the workshop, you will learn about:

• The importance of estate planning for retirees
• Different types of trusts and their uses
• Strategies for maximizing retirement income and minimizing taxes
• Different options for leaving a financial legacy
• The potential legal and financial challenges that may arise during estate planning
• Common mistakes to avoid during estate planning
• Q&A session for any remaining questions

Don't miss this opportunity to gain the knowledge and tools you need to plan for a secure retirement.

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.