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S – Economics, Finance and Political Science
Lewes (Trinity Faith Education Building) | September 5, 2024-October 3, 2024
Thursday: 12:45 PM-2:00 PM
Planning and navigating retirement can be tricky; it’s full of twists, turns, and not nearly enough road signs. Wouldn’t it be nice if there was a map? Taught by a Certified Financial Planner, this course is designed to educate those nearing retirement or have recently retired, and covers basic strategies to plan a successful retirement, maximize your social security benefits, and position your portfolio to last. We also cover tax planning strategies and navigating healthcare and long-term care options and planning, with the goal of raising awareness of the challenges in retirement, along with suitable ways to prepare and overcome them.
Check to see if this course has posted a class outline or syllabus.
This offering meets for a total of 5 session(s).
INSTRUCTOR: Robert Jeter
JETER, ROBERT–Financial advisor serving families across Delmarva with offices in Salisbury, Maryland, and Georgetown, Delaware. Enjoys educating local families and businesses about financial planning. Dedicated to 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