Objective:
Learn about tools available to help guide your decision and review the AARP retirement planning tools to encourage participants to take action.
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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
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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.
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Objectives:
1) Summarize the sessions we have done throughout the year
2) Setting financial goals for the new year
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Objective:
Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.
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