Setting Up Your Surviving Spouse for Success
Setting Up Your Surviving Spouse for Success
What happens if you pre-decease your spouse? What kind of financial situation are you leaving behind? We will talk about survivorship considerations for retirees. This includes social security survivorship, pension distribution options, beneficiary IRA’s and more. This class will help you be better prepared should one spouse unexpectedly pre-decease the other early on in your retirement years.
Presented by Robert Jeter, CFP, CRPC, a 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.
Registration is requested and walk ins are welcome. To register by phone, call 1-877-307-6858.
- Date:
- Thursday, August 19, 2021
- Time:
- 5:00pm - 6:00pm Eastern Time
- Location:
- Medium Meeting Room
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Social Services