Events On Delmarva
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Setting up Your Surviving Spouse for Success
August 19 @ 5:00 pm - 6:00 pm| Free
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 in-person workshop is presented by The Money School and the Lewes Public Library.
Registration is requested and walk ins are welcome.
- August 19
5:00 pm - 6:00 pm
- Event Category:
October 2 @ 6:30 am - 2:00 pm
October 2 @ 9:00 am - 11:00 am