Pre-Retirement Workshop
Online MeetingOpen to active members at any stage of their career. ID 863 0879 3867
Open to active members at any stage of their career. ID 863 0879 3867
Objective: Learn about tools available to help guide your decision and review the AARP retirement planning tools to encourage participants to take action.
Open to active members who are at least 2 years away from retirement.
Objectives: 1) Learn why it’s important to review your pre-retirement plan 2) Learn the three most important retirement tax years
Open to active members who are 6 months-1 year away from retirement.
Open to active members at any stage of their career. ID 860 8240 5467
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
Objective: Learn about tools available to help guide your decision making and review the AARP tax planning calculator and encourage participants to take action.
Objectives: 1) Summarize the sessions we have done throughout the year 2) Setting financial goals for the new year