March 19 and 26, 2024 | 5:00 - 6:00 PM

InFocus Financial Advisors, Inc. Legacy University

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Legacy University Level 1

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? Join InFocus Financial Advisors, Inc. for our Legacy University series, including Legacy University 201: Estate Planning and Investment Theory, and Legacy University 202: Economic Theory and Managing Wealth. See what you can expect from each course below.

Legacy University 101 – Building Wealth and Managing Your Cash Flow

  • Best practices of savings and cash-flow management.
  • Best practice for large purchases and using leverage appropriately.
  • Fundamentals of risk management and insurance.
  • Navigating professional relationships and being on the right side of them.

Legacy University 102 – Investing and Tax Basics

  • Understanding core concepts around investing for the long term.
  • Learning your way around various types of investment accounts.
  • Learning current and future tax implications of savings decisions to maximize dollars today and long term.

Taught by Eric Johnston, CFP®, and Robert Jeter, CFP®, CRPC®. Eric is a Certified Financial Planner® and President of InFocus Financial Advisors, Inc. in Salisbury, MD. He has been a financial adviser to individuals and families on the Eastern Shore of Maryland since 1993. His mission is to provide solutions that will help accomplish the financial goals of the families with whom he works. Robert is a Financial Advisor serving families across Delmarva with offices in Salisbury, MD, and Georgetown, DE. He is the Vice President of InFocus Financial Advisors, Inc.

About 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 accomplishes a great deal while keeping the costs to clients lower than the industry average.