AARP

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 […]

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 […]

Objective: Learn what planning questions you should be asking yourself before you retire.

Objective: Learn about tools available to help guide your decision and review the AARP retirement planning tools to encourage participants to take action.

Objectives: 1) Learn why it’s important to review your pre-retirement plan 2) Learn the three most important retirement tax years

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