Understanding Key Financial Terms (Part 1 of 2)
Objective: Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.
Free
12 events found.
Member Education
Events
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Online Meeting
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Understanding Key Financial Terms (Part 2 of 2)
Online MeetingObjective: Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.
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Why do I Need Legal Documents Now?
Online MeetingObjectives: 1) Learn the difference between the different types of estate planning documents (i.e. Will, Power of Attorney (POA), Medical Power of Attorney, Living Will or a Trust) 2) Learn […]
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Countdown to Retirement Workshop
Online MeetingOpen to active members who are at least 2 years away form retirement. ID 864 3344 0466
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Transitioning to Retirement Workshop
Online MeetingOpen to active members who are 6 months to 1 year away from retirement. ID 856 8397 5166
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Understanding the Impact of Account Titling & Ownership Differences
Online MeetingObjectives: 1) Learn the different types of account titling terms 2) Learn how the different account titles affect the probate process
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Countdown to Retirement Workshop
Online MeetingOpen to active members who are at least 2 years away form retirement.
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Transitioning to Retirement Workshop
Online MeetingOpen to active members who are 6 months to 1 year away from retirement.
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Estate Planning Preparedness Demo
Online MeetingObjective: Learn about tools available to help guide your decision making and review the AARP estate planning record book to help summarize the Legal Documents & Account Titling sessions and […]
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