12 events found.
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Transitioning to Retirement Workshop
Online MeetingOpen to active members who are 6 months to 1 year away from retirement. ID 856 8397 5166
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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
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Countdown to Retirement Workshop
Online MeetingOpen to active members who are at least 2 years away form retirement.
Free -
Transitioning to Retirement Workshop
Online MeetingOpen to active members who are 6 months to 1 year away from retirement.
Free -
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 […]
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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 […]
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Board Retreat
Free