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Thurs, Oct 17, 2024 | 1:00 PM-2:00 PM

Don’t Leave It All To Your Kids!

A Dynamic Spending Workshop

Lewes Public Library | 111 Adams Ave, Lewes, DE 19958

Register

Don't Leave It All To Your Kids! A Dynamic Spending Workshop

Many people want the ability to spend more earlier in their retirement years, and rightfully so, as they’re younger and healthier. A large disappointment in our line of work is the passing of individuals who leave inordinately large sums of money in their accounts in addition to large estates. While the children enjoy this, there may have been more “life to live” for the parents who kept a close watch on their spending and grew their investments until the end of their lives. Why is so much left behind? What can be done about this dynamic? The answer might be a dynamic spending strategy.

Our team will be covering:

  • How to Create a Spending Strategy That Maximizes Spending During Your Early and More Active Years of Retirement.
  • How Following Traditional Spending Rules During Retirement Might Not Always Be More Valuable or Rewarding.
  • How to Leave Your Kids With a Healthy Amount of Money Without Compensating Your Budget During Retirement.

Presented by Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Delaware Money School, a Delaware Community Reinvestment Action Council program.

Seats are limited, so secure your spot today to ensure you don’t miss out on the guidance and tools that could make all the difference in your retirement. By attending, you’ll be taking a proactive step toward a secure and fulfilling retirement. Register now to invest in your future and gain peace of mind. Walk-ins are welcome as space allows, but early registration is recommended to guarantee your place.

Thank You for Joining Our Educational Community!
Register Now

About InFocus Financial Advisors, Inc.

In a world of “low-value single advisor offices” or “over-staffed high-fee offices,” our highly educated and experienced team is a nice blend of size and sophistication, with advanced and personalized investment and planning capabilities. Our office is said to accomplish a great deal while keeping the costs to clients lower than the industry average.