Estate Planning Preparedness Demo
2026-06-17 17:30 - 19:00 (America/Halifax) | Online Meeting
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 encourage participants to take action.

Pre-Retirement Workshop
2026-07-15 10:00 - 12:00
Open to active members at any stage in their career.
ID 844 4741 9439

Saving For Your Retirement
2026-07-15 17:30 - 19:00
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 your retirement plans

Countdown to Retirement Workshop
2026-07-29 10:00 - 12:00
Open to active members who are at least 2 years away form retirement.
ID 829 0327 2177

Transitioning to Retirement Workshop
2026-08-12 10:00 - 12:00
Open to active members who are 6 months to 1 year away from retirement.
ID 835 2967 4969

When Should I Retire?
2026-08-12 17:30 - 18:30
Objective:
Learn what planning questions you should be asking yourself before you retire.

Pre-Retirement Workshop
2026-08-26 10:00 - 12:00
Open to active members at any stage of their career.
ID 863 0879 3867

AARP Retirement Calculator
2026-08-26 17:30 - 19:00
Objective:
Learn about tools available to help guide your decision and review the AARP retirement planning tools to encourage participants to take action.

Countdown to Retirement Workshop
2026-09-09 10:00 - 12:00
Open to active members who are at least 2 years away form retirement.
ID 835 4787 3262

I'm Ready to Retire, Now What?
2026-09-16 17:30 - 18:30
Objectives:
1) Learn why it’s important to review your pre-retirement plan
2) Learn the three most important retirement tax years

Transitioning to Retirement Workshop
2026-09-23 10:00 - 12:00
Open to active members who are 6 months to 1 year away from retirement.
ID 828 5458 8370

Pre-Retirement Workshop
2026-10-07 10:00 - 12:00
Open to active members at any stage of their career.
ID 860 8240 5467

Using Annual Tax Planning to Your Advantage
2026-10-21 17:30 - 18:30
Objectives:
1) Learn the difference between tax deductions, tax credits, and deductible loss items
2) Learn how to be proactive when planning to file your annual taxes

Tax Planning Calculator
2026-10-28 17:30 - 18:30
Objective:
Learn about tools available to help guide your decision making and review the AARP tax planning calculator and encourage participants to take action.

Reflecting on What We’ve Learned
2026-11-04 17:30 - 18:30
Objectives:
1) Summarize the sessions we have done throughout the year
2) Setting financial goals for the new year
