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
Free
12 events found.
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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 encourage participants to take action.
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Saving For Your Retirement
Online MeetingObjectives: 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
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Board Retreat
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Countdown to Retirement Workshop
Online MeetingOpen to active members who are at least 2 years away from retirement.
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Transitioning to Retirement Workshop
Online MeetingOpen to active members who are 6 months-1 year away from retirement.
Free -
When Should I Retire?
Online MeetingObjective: Learn what planning questions you should be asking yourself before you retire.
Free