Objectives: 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 […]
Open to active members who are at least 2 years away form retirement. ID 864 3344 0466
Open to active members who are 6 months to 1 year away from retirement. ID 856 8397 5166
Objectives: 1) Learn the different types of account titling terms 2) Learn how the different account titles affect the probate process
Open to active members who are at least 2 years away form retirement.
Open to active members who are 6 months to 1 year away from retirement.
Objective: 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 […]
Objectives: 1) Learn about the different retirement account types (401k, IRA, Roth IRA, 529 College Savings Plan, CD’s, Annuities, etc.) 2) Learn how to plan to use them based on […]
Open to active members who are at least 2 years away from retirement.
Open to active members who are 6 months-1 year away from retirement.