SUMMER SELECTIONS QUICK LINKS — Summer Selections general info | OLLI home page | Questions? Email olli-online@udel.edu
WEEKLY OFFERINGS — Full Session: June 17-July 27 | Week 1: June 17-20 | Week 2: June 24-27 | Week 3: July 8-11 | Week 4: July 15-18 | Week 5: July 22-27
S – Economics, Finance and Political Science
Lewes (Trinity Faith Education Building) | June 27, 2024-July 25, 2024
Thursday: 12:45 PM-2:00 PM
This course will cover different facets of a tax planning strategy in retirement. Over four weeks, the instructor, Robert Jeter, CFP(R), CRPC will cover basic tax planning strategies, savvy Roth IRA conversion planning and rules, Medicare planning, and charitable gifting strategies.
This offering meets for a total of 4 session(s).
INSTRUCTOR: Robert Jeter
JETER, ROBERT–Robert is a financial advisor serving families across Delmarva with offices in Salisbury, Maryland, and Georgetown, Delaware. He enjoys educating local families and businesses on financial planning. Robert is active in giving back to the local community.
Osher Lifelong Learning Institute (OLLI) at the University of Delaware
OLLI is an academic cooperative for adults 50 and over to enjoy classes, teach, exchange ideas and socialize together, with no exams or educational requirements for participation. OLLI welcomes you.
Kent/Sussex | Wilmington