Objectives: 1) Learn the different types of account titling terms 2) Learn how the different account titles affect the probate process

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.

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