AARP

Objective: Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.

Objective: Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.

Objectives: 1) Learn the difference between the different types of estate planning documents (i.e. Will, Power of Attorney (POA), Medical Power of Attorney, Living Will or a Trust) 2) Learn how the different types can affect your family dynamics

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.