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Thurs, May 1, 2025 | 10:00am - 11:00am

Setting Up Your Surviving Spouse for Success

Lewes Public Library | 111 Adams Ave, Lewes, DE

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Setting Up Your Surviving Spouse for Success

Losing a spouse is an emotional and financial challenge, but proactive planning can make all the difference. Join Robert Jeter, CFP® for an insightful session on preparing your finances for the unexpected. This class will cover essential topics like Social Security benefits, pension decisions, budgeting adjustments, and key financial steps to ensure stability for your loved ones. Don’t miss this opportunity to gain peace of mind.

Our team will be covering:

  • Key steps to take immediately and how to manage accounts, benefits, and expenses
  • Understanding survivor benefits, payout options, and financial stability strategies
  • Updating wills, beneficiaries, and essential documents to protect your future.

Presented by Robert Jeter, CRPC®, CFP®, Vice President and Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Money School, a Delaware Community Reinvestment Action Council program.

Secure your spot today to ensure you don’t miss out on the guidance and tools that could make all the difference in your retirement. By attending, you’ll be taking a proactive step toward a secure and fulfilling retirement. Register now to invest in your future and gain financial confidence. Walk-ins are welcome as space allows, but early registration is recommended to guarantee your place.

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 is sied to accomplish a great deal while keeping the costs to clients lower than the industry average.