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Estate Planning

Estate Planning

In-person

 

Join us in the library for a Money School Class looking at what can go wrong if your Estate Planning is not prepared:

  • Inappropriate medical decisions if no advance directive
  • No one making financial decisions if no power of attorney
  • Assets in limbo if no estate-planning measures are taken
  • Loved ones won’t know what to do or where to turn

Attend this seminar to get all the advice on Estate Planning. Legacy planning is not hard… you just have to get started!

Presented by Bethany Lewis CRPC® Financial Advisor with Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. Bethany has a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. She is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses.

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, as space allows. To register by phone, call 1-877-307-6858.

Date:
Wednesday, September 14, 2022
Time:
10:00am - 11:00am Eastern Time
Location:
Computer Training Room
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Social Services  
Registration has closed.