In-person and Virtual classes

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.

 

CLICK HERE to Register for Events

Location: Lewes Public Library

Date: Tuesday, June 14, 2022

Time: 5:00pm - 6:00pm

Taught by: Robert Jeter, CFP®, CRPC®

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Wouldn’t it be nice if you had a map, or maybe a checklist for planning a successful retirement? This retirement planning seminar is designed to educate those who are nearing retirement or who have recently retired. We will cover the importance and basic strategies to plan a successful retirement, maximize your social security benefit and position your portfolio to last. Our goal is to help make people aware of the challenges in retirement and teach them suitable ways to prepare and overcome them. This 3-week course touches on everything you need to plan for retirement success from budgeting to Social Security.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Location: Lewes Public Library

Date: Tuesday, June 21, 2022

Time: 5:00pm - 6:00pm

Taught by: Robert Jeter, CFP®, CRPC®

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Wouldn’t it be nice if you had a map, or maybe a checklist for planning a successful retirement? This retirement planning seminar is designed to educate those who are nearing retirement or who have recently retired. We will cover the importance and basic strategies to plan a successful retirement, maximize your social security benefit and position your portfolio to last. Our goal is to help make people aware of the challenges in retirement and teach them suitable ways to prepare and overcome them. This 3-week course touches on everything you need to plan for retirement success from budgeting to Social Security.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Location: Lewes Public Library

Date: Tuesday, June 28, 2022

Time: 5:00pm - 6:00pm

Taught by: Robert Jeter, CFP®, CRPC®

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Wouldn’t it be nice if you had a map, or maybe a checklist for planning a successful retirement? This retirement planning seminar is designed to educate those who are nearing retirement or who have recently retired. We will cover the importance and basic strategies to plan a successful retirement, maximize your social security benefit and position your portfolio to last. Our goal is to help make people aware of the challenges in retirement and teach them suitable ways to prepare and overcome them. This 3-week course touches on everything you need to plan for retirement success from budgeting to Social Security.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Location: Lewes Public Library

Date: Thursday, July 7, 2022

Time: 5:00pm - 6:00pm

Taught by: Robert Jeter, CFP®, CRPC®

This class, open to the public and taught by CERTIFIED FINANCIAL PLANNER™  Robert Jeter will examine various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMDs (Required Minimum Distributions), charitable giving, and other tax-related items.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Location: Lewes Public Library

Date: Tuesday, July 12, 2022

Time: 5:00pm - 6:00pm

Taught by: Robert Jeter, CFP®, CRPC®

Annuities are complex investment instruments. This class presents an objective and educational look at how annuities work, the different types and features of annuities as well as the benefits and downsides to each. Registration is required.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Location: Lewes Public Library

Date: Monday, July 18, 2022

Time: 5:00pm - 6:00pm

Taught by: Robert Jeter, CFP®, CRPC®

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Wouldn’t it be nice if you had a map, or maybe a checklist for planning a successful retirement? This 3-course series is a detailed retirement planning seminar designed to educate those who are nearing retirement or who have recently retired. Over the course of 3 classes, we will cover the importance and basic strategies to plan a successful retirement, maximize your social security benefit and position your portfolio to last. Our goal is to help make people aware of the challenges in retirement and teach them suitable ways to prepare and overcome them.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

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We would love the opportunity to become your trusted advisor