September 28, 2023 | 12:00-2:00 PM

Client Appreciation Event & Estate Planning Update

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


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Estate and Financial Planning Update

Join Robert Jeter, CFP®, CRPC®, Vice President & Financial Advisor, and Deirdre McCartney, Attorney at Law, as they give an update on Estate and Financial Planning. Estate and Financial Planning offers the reassurance of safeguarding your assets, interests, and loved ones’ well-being even after you pass away. Yet, this crucial process is not immune to the pitfalls that can lead to significant financial setbacks. Learn suggestions on how to optimize your financial future and legacy for your benefit and the benefit of your loved ones.

Our team will be covering:

  • Estate and Financial Planning Updates
  • Common Myths About Estate Planning
  • How to Optimize Your Financial Future and Legacy
Thank You for Joining Our Educational Community!

About InFocus Financial Advisors, Inc. & Sergovic & Carmean, P.A.

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 sied to accomplish a great deal while keeping the costs to clients lower than the industry average.

Sergovic & Carmean, P.A.: A Delaware law firm practicing predominantly in the areas of real estate law, civil litigation, land use, estate planning, estate administration, elder law, family law, municipal law, guardianships, and business law.  It is our objective to provide each client with excellent representation, which is both personal to our client and accommodates their needs and desires at competitive rates. Our commitment to Sussex County and the greater Delaware community is evidenced by its involvement in and support of business and charitable organizations in the local community.

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