February 4th, 2021 - 5:00 pm
Setting Up Surviving Spouse for Success
Thursday, February 4 | 5:00 PM Eastern Time
What happens if you pre-decease your spouse? What kind of financial situation are you leaving behind? We will talk about survivorship considerations for retirees. This includes social security survivorship, pension distribution options, beneficiary IRA’s and more. This class will help you be better prepared should one spouse unexpectedly pre-decease the other early on in your retirement years.
Presented by Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.
This program is being offered online and requires registration through our website (lewes.lib.de.us). After registering, people will receive an email with instructions on how to join the online program.