A free class is being offered to the Public in August on Thursday the 19th from 5:00 pm to 6:00 pm at the Lewes Public Library. The class covers planning items critical to setting up a surviving spouse for financial success. This class will cover creating a seamless transition of financial success, survivorship pre-planning, social security survivor benefits, beneficiary IRA’s and more. Robert Jeter, CFP, CRPC is a Investment Advisor Representative offering Securities and Advisory services through Cetera Advisors, LLC member FINRA, SIPC.
The Money School, the “signature program” of the Delaware Financial Literacy Institute, provides more than 650 free 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.
Space is limited! Registration to attend the class is done online at: www.dfli.org or by calling 410-677-4848.
For more information on this class contact:
James Whitlock, Senior Relationship Manager
Office: 410-677-4848