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

Date: Tuesday, January 10, 2023

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

Date: Tuesday, January 17, 2023

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

Date: Thursday, January 26, 2023

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

Date: Thursday, February 16, 2023

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.

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We would love the opportunity to become your trusted advisor