Retirement Tax Savings and Understanding Annuities Workshops at Lewes Public Library [July]
Saving taxes in retirement and understanding annuities
Financial workshops will be offered at the Lewes Public Library throughout July 2022 presented by InFocus Financial Advisors, Inc. There will be two workshops for “Saving Taxes in Retirement” and “Understanding Annuities”. These workshops will cover specific planning elements for those nearing retirement, recently retired or already retired. The Retirement Tax Savings Workshop will examine various tax-related topics for individuals. Topics covered include Required Minimum Distributions (RMD), withholding tax, health insurance premiums, distribution planning, reducing your lifetime tax liability and other planning items relevant to help plan members determine how to pursue appropriate long-term tax planning. The Understanding Annuities workshop will focus on breaking down the challenges of annuities to help participants understand what annuities are, how they work, and when annuities are an appropriate choice for an investor. The workshop will also focus on when annuities are not suitable for investors and how they can negatively impact your retirement success.
Retirement Bootcamp Series Sponsor, Delaware Money School, will provide CERTIFIED FINANCIAL PLANNER™ Robert Jeter, CFP®, CRPC® to teach the workshop series. Robert speaks regularly to public and private audiences on the East Coast of Maryland and Delaware on a variety of retirement-related topics. Her goal is to help people become aware of the challenges of investing in retirement and to teach them appropriate ways to overcome them.
Save taxes in retirement: Thursday, July 7e2022 5:00 p.m. – 6:00 p.m.
Understanding Annuities: Tuesday, July 12e2022 5:00 p.m. – 6:00 p.m.
Money School, the DCRAC’s “flagship program,” offers more than 650 free finance and business-building courses each year across the state. Course topics range from simple budgeting and saving to investing and planning for retirement – and everything in between! Hassle-free, no-sale classes are delivered by volunteers from the non-profit, financial, and government sectors.
Robert Jeter, CFP®, CRPC® is a financial advisor providing securities and advisory services through Cetera Advisors, LLC member FINRA, SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
For more information on these courses, contact:
Gregory Holman, Senior Relationship Manager
InFocus Financial Advisors, Inc.
31454 Winterplace Drive
Salisbury, MD 21804