Annuities are complex investment instruments. This class presents an objective and educational look at how annuities work, the different types and features of annuities as well as the benefits and downsides to each. This class is taught through Osher Lifelong Learning of Sussex County. Registration is required.
Retirement is different than it used to be. No longer do you stop working and enjoy 10 or so years off work. With the average life expectancy getting longer and longer people can live 20, 25 or even 30 years into retirement. That is basically another career in its self.
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, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items.
This joint presentation featuring Deirdre McCartney of Sergovic, Carmean, Weidman, McCartney & Owens, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. will focus on the common mistakes and misconceptions associated with estate planning. This class is taught through the Osher Lifelong Learning Institute in Lewes, DE. Registration with Osher is required.