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6 Practical Steps to Legacy Planning for the Generations

Geared towards older adults,  ages 57-75, who want to get more out of their IRA and lear five strategic ways to reduce their tax liability.

In this Money School workshop, learn the importance of Estate Planning and what could go wrong if not prepared if something was to happen.

Presented by Kenneth Reese, a certified financial planner with Black Diamond Financial Solutions, Inc. and an and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. Registration is requested and walk ins are welcome. To register by phone, call 1-877-307-6858.

Date

Nov 12 2021
Expired!

Time

10:00 am - 11:00 am

More Info

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Labels

Library Workshop
Lewes Public Library

Location

Lewes Public Library
111 Adams Ave, Lewes, DE 19958
Category
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See how prepared your portfolio is for a financial shock.