Inheritance Management
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Inheritance Management
OnlineAre 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.
- Date:
- Thursday, January 21, 2021
- Time:
- 5:00pm - 6:00pm Eastern Time
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Social Services