Category - Retirement and Estate Planning
Preparing Your Estate Plan
Date: Mon., Sept. 13 Time: 6-8pm
South Coastal Library, 43 Kent Ave., Bethany Beach
Cost: FREE
Presented by Rick Solloway, Edward Jones
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Special Comments: Dinner will be served.
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Estate Planning: Lunch and Learn
Date: Thurs., Sept. 16 Time: 12noon-1:30pm
Discover Bank, 502 E. Market St., Greenwood
Cost: FREE!
Presented by Tami Levy, The Money School
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Special Comments: Light lunch provided.
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Conversations at the State Treasurer's Office: Retirement Savings
Date: Tues., Sept. 21 Time: 12noon-1:30pm
Office of the State Treasurer, Dover, 820 Silver Lake, Dover
Cost: FREE!
Presented by Velda Jones-Potter, Treasurer's Office
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Special Comments: Staff of the State Treasurer
Class is Full
Estate Planning: Lunch and Learn
Date: Tues., Sept. 21 Time: 12noon-1:30pm
Claymont Community Center, 3301 Green St., Claymont
Cost: FREE!
Presented by Tami Levy, The Money School
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Special Comments: Light lunch provided.
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Estate Planning: Lunch and Learn
Date: Wed., Sept. 22 Time: 12noon-1:30pm
Office of the State Treasurer, 820 Silver Lake Blvd - Suite 100, Dover
Cost: FREE!
Presented by Tami Levy, The Money School
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Special Comments: Light lunch provided
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Retirement Reality Check
Date: Thurs., Sept. 23 Time: 6:30-8pm
Middletown Area Chamber of Commerce, 216 W. Broad St., Middletown
Cost: FREE
Presented by Anthony Johnson, Edward Jones
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Annuities in Your Retirement Account
Date: Wed., Sept. 29 Time: 6:30-8pm
Bear Library, 101 Governor's Pl., Bear
Cost: FREE
Presented by Anthony Johnson, Edward Jones
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Do you Have the Key? Unlock Your Door to Retirement
Date: Tues., Oct.5 Time: 6:30-7:30pm
Kirkwood Library, 6000 Kirkwood Highway, Wilmington
Cost: FREE!
Presented by Darren Moore, CHFC, State Farm
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Roll It, Take It, Leave It, Move It: Know Your Employer Retirement Plan Options
Date: Thurs., Oct. 7 Time: 6:30-8pm
Middletown-Area Chamber of Commerce, 216 N. Broad Street, Middletown
Cost: FREE
Presented by Anthony Johnson, Edward Jones
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Retirement Reality Check
Date: Wed., Oct. 13 Time: 6:30-8pm
Appoquinimink Library, 651 N. Broad St., Middletown
Cost: FREE
Presented by Anthony Johnson, Edward Jones
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Annuities in Your Retirement Account
Date: Thurs., Oct. 21 Time: 6:30-8pm
Middletown-Area Chamber of Commerce, 216 N. Broad St., Middletown
Cost: FREE
Presented by Anthony Johnson, Edward Jones
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Your Future By Design
Date: Mon., Oct. 25 Time: 6:30-8pm
Brandywine Hundred Library, 1300 Foulk Rd., Wilmington
Cost: FREE
Presented by C. Michael Luck, CFP, RBC Wealth Management
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