Sep 21 Estate planning for everyone: Wills, trusts, and other essentials 11 a.m. – Noon, Sept. 21, 2027 Estate planning is for everyone, not just the wealthy. Gain insights into naming beneficiaries and setting up legal protections, creating a will and exploring trusts so you can protect what matters most. In this webinar, you'll learn: The importance of naming beneficiaries, how to set up key legal protections like powers of attorney and healthcare directives, how to create a legally sound will and different trust options. Presented by TIAA.
Oct 05 Q&A: Learning the Basics of When and How to Claim Social Security 9 – 9:45 a.m., Oct. 5, 2027 Social Security may be an important source of retirement income. Learn about key Social Security claiming ages and how your benefit is calculated so you can better understand the choices. Presented by Fidelity Investments.
