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.

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

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