Event box

Inheritance Management

Inheritance Management

Online

Are you the executor or beneficiary of an estate? Handling the death of a loved one is an incredibly difficult time. Finances can make it harder as there are a number of deadlines and things you need to know. This course will walk through various financial considerations and implications you need to be aware of to smoothly transfer assets and minimize confusion in a difficult time.

Presented by Robert Jeter, CFP, CRPC is a Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

NOTE: this meeting is being conducted through ClickMeeting, an online meeting platform. You MUST REGISTER to receive instructions for joining the meeting.

If you have need assistance with registration or getting your meeting invitation, please email us.

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.

This is an online event. Event URL will be sent via registration email.
Date:
Thursday, October 8, 2020
Time:
5:00pm - 6:00pm Eastern Time
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Social Services  
Registration has closed.