DE Money School

The Money School

"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver."

Ayn Rand

Plan

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Save

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Prosper

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More Information

Why the Money School?

Everything we do involves money. The financial system has become more complex today than during our parent's lives. We shoulder important decision-making tasks—reviewing our statements to managing our retirement. Money School gives us the chance to learn. Because, when we know better, we do better.

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Upcoming Classes

Registration Appreciated but not required

Managing Taxes in Retirement

Planning for retirement can be tricky, it’s full of twists, turns, and not nearly enough road signs. Join Robert Jeter, CFP®, CRPC®, ...

16

Thursday

January, 2025

SOUTH COASTAL Library - 43 Kent Ave, Bethany Beach, 19930, DE

10:30 AM - 11:30 AM

Robert Jeter

What's Next: Estate Planning Basics

Estate Planning Introduction, where we will explore an overview of probate, and the importance of estate plannning. We will discuss wills, power of...

16

Thursday

January, 2025

Online: https://dcrac.zoom.us/j/88100573032

12:00 PM - 1:00 PM

Jaclyn Quinn

How to start saving/Cómo empezar a ahorrar.

The PowerPoint presentation will show the initial steps to start saving. I will provide ideas with a short-term example. The audience will learn to...

23

Thursday

January, 2025

Online: Join Zoom Meeting https://dcrac.zoom.us/j/81917088844 Meeting ID: 819 1708 8844

2:30 PM - 3:00 PM

Mayela Rosales

It's Tougher When There is None: A four part series

A series of convers...

27

Monday

January, 2025

Online: https://bit.ly/DCRAC

6:00 PM - 7:00 PM

Rashmi Rangan

Pre-filing Season Awareness

Ready to File Your Tax Return? Stop: Let your Local Taxpayer Advocate teach you how to avoid common federal tax return processing issues that cause...

29

Wednesday

January, 2025

Online: https://bit.ly/DCRAC

1:00 PM - 2:00 PM

Rashmi Rangan

What's Next: Estate Planning Basics

Estate Planning Introduction, where we will explore an overview of probate, and the importance of estate plannning. We will discuss wills, power of...

20

Thursday

February, 2025

Online: https://dcrac.zoom.us/j/88100573032

12:00 PM - 1:00 PM

Jaclyn Quinn

Instructors & Volunteers

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Jaclyn Quinn

Esq.

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Mayela Rosales

Spanish-speaking

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Robert Jeter

CFP(R), CRPC(R)

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Harriet Stokes

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Deirdre McCartney

Attorney

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Andrew Wood

insurance licensed, series 65, and have an RIPC designation

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Mark Randolph

State of Delaware Instructor for Preliencing Math Real Estate Math, Broker Real Estate Math, and Continuing Education for Real Estate Agents, BS In Business Administration, Elizabethtown College, Certified Mortgage Planner, Eagle Scout, Magician.

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Kathleen DeLacy

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Sara Altagracia

Counseling, mortgage originations.

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Are you interested in teaching a class?

Our volunteers allow us the wide variety of topics we offer.