The information being provided is strictly as a courtesy. When you link any of these websites provided herewith you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at the sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through the site. When you access one of these sites, you are leaving InFocus Financial Advisors’ website and assume total responsibility and risk for your use of the sites you are linking to.

Submit
Mon, Sept 23, 2024 | 4:00 PM-5:00 PM

Secure Your Legacy:

Avoiding Common Estate Planning Mistakes 

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

Register

Secure Your Legacy: Avoiding Common Estate Planning Mistakes

Estate 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. This class covers common estate planning mistakes and how you can avoid them. Uncover some of the common myths about estate planning and learn suggestions on how to optimize your financial future and legacy for your benefit and the benefit of your loved ones. This presentation will cover estate planning from both the financial planning and legal aspects.

Our team will be covering:

  • Common Estate Planning Mistakes
  • Common Myths About Estate Planning
  • How to Optimize Your Financial Future and Legacy

This class is taught by Deirdre A. McCarney, Esq from Sergovic Carmean Weidman McCartney & Owens, P.A. and Robert Jeter, Financial Advisor from InFocus Financial Advisors. Both are instructors with the Money School, a program of the Delaware Community Reinvestment Action Council.

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.

Trust InFocus for Your Financial Needs. Since 1993.

About InFocus Financial Advisors, Inc.

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