Event box

December Retirement Planning: Get Your Finances in Order for the New Year

December Retirement Planning: Get Your Finances in Order for the New Year



This workshop is for anyone looking to plan for their dream retirement. A Certified Retirement Planning Counselor (CRPC) will lead the workshop and provide valuable information and insights to help attendees get their finances in order for the new year. Attendees will learn:

  • The importance of setting retirement goals and creating a plan to achieve them
  • How to evaluate their current financial situation and identify areas for improvement
  • Strategies for saving and investing for retirement, including the benefits of diversification and compound interest
  • The different types of retirement accounts available and how to choose the best options for their needs
  • How to plan for unexpected expenses and potential changes in their financial situation
  • Tips for staying on track and staying motivated throughout the retirement planning process.

Attendees will leave with a better understanding of how to plan for their dream retirement, equipped with the knowledge and tools they need to take control of their finances.

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.

Wednesday, December 13, 2023
1:30pm - 2:30pm Eastern Time
Medium Meeting Room
Lewes Public Library
  Adults     Older Adults  
  Social Services  

Registration is required. There are 37 seats available.