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Education 2023

Our intent through these programs is to help people better prepare for retirement. The vast majority of our attendees are looking for useful education on managing their retirement. That is what we provide. They are purely educational. We do, however, find some attendees realize they could use an advisor. So on occasion, we meet new clients through these efforts.

social security card over a stack of American money January 2, 2024 | 5:00-6:00 PM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Retirement Bootcamp: New Year, New You Savvy Social Security

We will cover:

  • The importance, and basic strategies to plan a successful retirement.
  • Maximize your social security benefit.
  • Position your portfolio to last.
Retired couple sitting in beach chairs by the water watching the sunset January 9, 2024 | 5:00-6:00 PM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Retirement Bootcamp: New Year, New You: Retirement Success

We will cover:

  • The importance, and basic strategies to plan a successful retirement.
  • Maximize your social security benefit.
  • Position your portfolio to last.
Retired couple sharing a tablet learning about retirement investing January 23, 2024 | 5:00-6:00 PM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Retirement Bootcamp: New Year, New You Retirement Investing

We will cover:

  • The importance, and basic strategies to plan a successful retirement.
  • Maximize your social security benefit.
  • Position your portfolio to last.
Stack of coins growing in size representing distribution the right way with InFocus Financial Advisors March 7, 2024 | 5:00-6:00 PM Worcester County Library - Ocean Pines Branch | 11107 Cathell Rd, Berlin, MD 21811 Taxation Bootcamp: Managing Taxes in Retirement

We will cover:

  • Required Minimum Distribution Planning
  • Pay Taxes Now to Save on Taxes Later with Roth Conversions
  • Setting up your Assets for Tax-Efficient Distributions
  • Estate Taxes and Strategies
paper with graphs, calculator, and pencils March 15, 2024 | 5:00-6:00 PM Worcester County Library - Ocean Pines Branch | 11107 Cathell Rd, Berlin, MD 21811 Taxation Bootcamp: Savvy Roth Conversion Strategies

We will cover:

  • Required Minimum Distribution Planning
  • Pay Taxes Now to Save on Taxes Later with Roth Conversions
  • Setting up your Assets for Tax-Efficient Distributions
  • Estate Taxes and Strategies
Retired couple sharing a tablet learning about retirement investing March 21, 2024 | 5:00-6:00 PM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Taxation Bootcamp: Medicare Made Simple

We will cover:

  • Required Minimum Distribution Planning
  • Pay Taxes Now to Save on Taxes Later with Roth Conversions
  • Setting up your Assets for Tax-Efficient Distributions
  • Estate Taxes and Strategies

Contact Us Today

We would love the opportunity to become your trusted advisor