Wealth Beyond Your Lifetime: Ensuring Financial Security for Future Generations
This course will provide in-depth information on the use of 529 plans to fund education for children and grandchildren as well as future generations through the Dynasty 529. The session emphasizes the importance of financial stewardship and covers practical strategies to minimize estate taxes and maximize the impact of assets on future beneficiaries. By equipping participants with tools to navigate complex financial landscapes, the class empowers them to leave a lasting legacy that extends far beyond their own lifetime.
Presented by Sandra Warren, CFP®, Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.
This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-877-307-6858.
Registration is requested. Walk-ins are welcome as space allows.
- Date:
- Thursday, November 14, 2024 Show more dates
- Time:
- 10:00am - 11:00am Eastern Time
- Location:
- Medium Meeting Room
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Community and Culture