Events On Delmarva
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The Four Stages of Taxes in Retirement
July 21 @ 1:00 pm - 2:00 pm| Free
Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Also, tax planning changes through the four stages of retirement. It’s harder than you think and it needs careful planning. Learn what’s involved in creating a retirement tax strategy.
Peter Gaertner, CFP® is a financial planner and community educator with Affinity Wealth Management, LLC based in Wilmington. He has instructed retirement and estate planning courses at Delaware State University and the Lifelong Learning Center at the University of Delaware, and has shared his expertise with many other community members.
Online program from the Lewes Public Library and The Money School.
NOTE: this meeting is being conducted through Zoom. You MUST REGISTER to receive instructions for joining the meeting.
- July 21
1:00 pm - 2:00 pm
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