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Thurs, Nov 14, 2024 | 10:00 AM-11:00 AM

Wealth Beyond Your Lifetime:

Ensuring Financial Security for Future Generations 

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

Register

Wealth Beyond Your Lifetime: Ensuring Financial Security for Future Generations 

This course will provide in-depth information on using 529 plans to fund education for children, grandchildren, and future generations through Dynasty 529. The session emphasizes the importance of financial stewardship and covers practical strategies to minimize estate taxes and maximize the impact of assets on future beneficiaries. By equipping participants with tools to navigate complex financial landscapes, the class empowers them to leave a lasting legacy far beyond their lifetime.

Topics Covered:

  • Using Dynasty 529 Plans for Multi-Generational Education Funding
  • Strategies to Minimize Estate Taxes and Maximize Beneficiary Impact
  • Empowering Financial Stewardship and Creating a Lasting Legacy

Presented by Sandra Warren, CFP®, 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.

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer’s official statement and should be read carefully before investing. Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state’s 529 Plan.

Trust InFocus for Your Financial Needs. Since 1993.
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About InFocus Financial Advisors, Inc.

Our highly educated and experienced team is a nice blend of size and sophistication in a world of “low-value single advisor offices” or “over-staffed high-fee offices.” Our team has advanced and personalized investment and planning capabilities, while keeping the costs to clients lower than the industry average.