Retirement Tax Bootcamp Continues TOMORROW

InFocus Financial Advisors: Retirement Bootcamp classes at the Lewes Public Library for February and March

InFocus Financial Advisors, Inc.

TAXATION BOOTCAMP SERIES FOR THOSE AT OR NEAR RETIREMENT

InFocus Financial Advisors, Inc. will be starting its new bootcamp series, the Taxation Bootcamp. The workshop will be taught at the Lewes Public Library in Lewes, DE. The classes include Managing Taxes in Retirement, Savvy Roth Conversion Strategies, and Medicare Made Simple. Over the course of the three classes, we will cover the importance of planning for RMDs, best practices for Roth Conversions, and Medicare planning.

The sponsor of the Taxation Bootcamp Series, Delaware Money School, will provide CERTIFIED FINANCIAL PLANNER™ Robert Jeter, CFP®, CRPC® to instruct the workshop series. Robert regularly speaks to public and private audiences around the Eastern shore of Maryland and Delaware on various retirement related topics. His goal is to help people become aware of the challenges of investing in retirement and teach them suitable ways to overcome them.

Taxation Bootcamp: Managing Taxes in Retirement – Lewes Public Library – 2/15 10 - 11 AM

Taxation Bootcamp: Savvy Roth Conversion Strategies – Lewes Public Library – 2/27 1-2 PM

Taxation Bootcamp: Medicare Made Simple – Lewes Public Library – 3/5 2-3 PM

Space is limited! Registration to attend the class is done online at:
https://retireinfocus.com/education2023/ or http://www.demoneyschool.org/

Money School, the "signature program" of DCRAC, provides more than 650 free financial and business start-up classes across the state each year.  Class topics range from simple budgeting and saving to investing and retirement planning- and everything in between! Hassle-free, sales-free classes are taught by volunteers from the non-profit, financial, and government sectors. 

Robert Jeter, CFP®, CRPC® is a Financial Advisor offering Securities and Advisory services through Cetera Advisors, LLC member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

For more information on these classes contact:

Carol Kurtz, CPA/PFS, Director of Operations
carolk@retireinfocus.com

InFocus Financial Advisors, Inc.
31454 Winterplace Parkway
Salisbury, MD 21804
410-677-4848