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
March 30 & April 6, 2023 | 5:00 - 6:00 PM

InFocus Financial Advisors, Inc. Legacy University

Join Us Virtually During Our Webinar Series

Register

This field is for validation purposes and should be left unchanged.

Legacy University Level 2

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 201: Estate Planning and Investment Theory: 

  • How to prepare your financial affairs for the possibility something should happen to you.
  • How to navigate settling an estate and managing affairs.
  • Fundamentals of investment vehicles and how to evaluate investment choices.
  • Evaluating investment strategies, and markets, and creating your own investment philosophy.

Legacy University 202: Economic Theory and Managing Wealth:

  • Understanding the economy and what drives it.
  • Keeping and managing your wealth.
  • Maximizing tax efficiency, gifting, and setting up your next generation for success.

 

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.