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Plan, Save, Prosper: Key Financial Updates for 2025

Plan, Save, Prosper: Key Financial Updates for 2025

In-Person

 

 

Are you ready to take control of your financial future in 2025? Join us for a Money School workshop where we’ll break down the critical tax rates, thresholds, and financial updates you need to know for the year ahead. What You’ll Learn:

  • 2025 Tax Brackets & Deductions: Understand how changes in tax rates and deductions impact your bottom line.
  • Retirement Planning Updates: Discover new contribution limits and strategies for 401(k)s, IRAs, and more.
  • Maximize Tax Benefits: Learn about key credits, deductions, and gifting exclusions to optimize your financial strategy.
  • Social Security & Medicare Insights: Stay ahead with updates on benefit amounts, earnings limits, and healthcare costs.

This workshop is designed to empower you with the knowledge to make informed decisions for a prosperous financial future.

This educational workshop is presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.

Date:
Tuesday, January 21, 2025
Time:
2:00pm - 3:00pm Eastern Time
Location:
Large Meeting Room West
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Community and Culture  
Registration has closed.