Tax Planning Seminar in August at the Lewes Public Library

July 23, 2021

A no obligation education seminar is being offered to the Public, Tuesday, August 10th from 5:00 p.m. to 6:00 p.m. at the Lewes Public Library, located at 111 Adams Ave., Lewes, Delaware.  The course on managing taxes will examine various tax-related topics for individuals who are at or near retirement. We will cover Required Minimum Distributions (RMD’s), Tax Withholding, Medicare Premiums, Distribution planning, minimizing your lifetime tax liability and other planning items to help attendees determine how to pursue appropriate long-term tax planning. The instructor for the course is Certified Financial Planner, Robert Jeter, CFP, CRPC.

The Money School, the "signature program" of the Delaware Financial Literacy Institute, provides more than 650 no-cost financial and business start-up classes and events across the state each year.  Class topics range from simple budgeting and saving to investing and retirement planning- and everything in between! Hassle-free, sales-free classes are taught by volunteers from the non-profit, financial, and government sectors. 

Registration is done by emailing jamesw@retireinfocus.com or online at www.DFLI.org. Space is limited!

For more information on these classes contact:

James Whitlock, Relationship Manager

jamesw@retireinfocus.com

Office: 410-677-4848

 

 

 

 

 

 

 

Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 31454 Winterplace Parkway, Salisbury, MD 21804