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May Classes

Taught by Financial Advisors, Eric Johnston, CFP® and Robert Jeter, CFP®, CRPC®

May Registration:

Classes You Would Like to Attend:*(Required)
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Planning for Required Minimum Distribution the Right Way

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.

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

Date: Thursday, February 9, 2023

Time: 5:00pm - 6:00pm

Understanding Annuities

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.

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

Date: Thursday, February 16, 2023

Time: 5:00pm - 6:00pm

Retirement Bootcamp: Savvy Social Security

This class, open to the public and taught by Certified Financial Planner™ Robert Jeter.

*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.

For registration, please click the link below or call our office
at 410-677-4848.

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

Date: Tuesday, January 17, 2023

Time: 5:00pm - 6:00pm

Retirement Bootcamp: Retirement Investing Success

This class, open to the public and taught by Certified Financial Planner™ Robert Jeter.

*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.

For registration, please click the link below or call our office
at 410-677-4848.

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

Date: Thursday, January 26, 2023

Time: 5:00pm - 6:00pm

Retirement Bootcamp: Retirement Success

This class, open to the public and taught by Certified Financial Planner™ Robert Jeter.

*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.

For registration, please click the link below or call our office
at 410-677-4848.

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

Date: Tuesday, January 10, 2023

Time: 5:00pm - 6:00pm