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Estate Planning for Retirees Who Want to Leave a Financial Legacy

Estate Planning for Retirees Who Want to Leave a Financial Legacy

In-person

 

Are you looking for ways to make your money stretch further in retirement? Join us in the library to learn expert retirement planning strategies from a certified retirement planning counselor. You'll learn about:

  • Understanding your retirement income and creating a retirement income plan
  • Establishing a budget and reducing expenses
  • Maximizing Social Security benefits
  • Maximizing investment income
  • Health care planning
  • Estate planning
  • Long-term care planning

You'll leave with a better understanding of how to plan for and manage your finances in retirement. Don't miss this opportunity to gain valuable insights and strategies 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.

Date:
Wednesday, October 18, 2023
Time:
1:30pm - 2:30pm Eastern Time
Location:
Medium Meeting Room
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Social Services  
Registration has closed.