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April 23, 2024 | 5:00-6:00 PM

InFocus Financial Advisors, Inc.
Dynamic Spending “Don’t Leave It All To Your Kids”

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

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Spend Smart in Retirement - Don't Leave it All to Your Kids!

Many people want the ability to spend more earlier in their retirement years, and rightfully so, as they’re younger and healthier. A large disappointment in our line of work is the passing of individuals who leave inordinately large sums of money in their accounts in addition to large estates. While the children enjoy this, there may have been more “life to live” for the parents who kept a close watch on their spending and grew their investments right until the end of their lives. Why is so much left behind? What can be done about this dynamic? The answer might be a dynamic spending strategy.

Our team will be covering:

  • How to Create a Spending Strategy That Maximizes Spending During Your Early and More Active Years of Retirement.
  • How Following Traditional Spending Rules During Retirement Might Not Always Be More Valuable or Rewarding.
  • How to Leave Your Kids With a Healthy Amount of Money Without Compensating Your Budget During Retirement.

Taught by Eric Johnston, CFP®. 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.

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