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AARP Virgin Islands is continuing its Financial Wellness Workshop Series—a free, virtual education series designed to help you take practical steps toward greater financial confidence and security.
Whether you’re thinking about estate planning, preparing for retirement, or learning how taxes and account ownership affect your future, this ongoing series provides trusted guidance, easy‑to‑understand tools, and expert-led discussions to help you make informed decisions—no matter where you are on your financial journey.
Each session is virtual, interactive, and focused on real-life planning, with clear takeaways you can put into action right away.
Upcoming 2026 Financial Wellness Sessions
All sessions begin at 5:30 p.m. (AST/EST as noted) and are held virtually.
April 15, 2026
Why Do I Need Legal Documents Now?
Learn why estate planning isn’t just for later in life. This session explains the differences between key legal documents—such as wills, powers of attorney, medical directives, and trusts—and how each one can impact your family and future decision‑making.
May 20, 2026
Understanding the Impact of Account Titling & Ownership Differences
Discover how the way your accounts are titled can affect probate, beneficiaries, and access to funds. This session breaks down common ownership structures and what they mean for you and your loved ones.
June 17, 2026
Estate Planning Preparedness Demo
Get a guided look at AARP tools designed to help you organize your information and take next steps. This session ties together previous estate planning topics and introduces the AARP Estate Planning Record Book to help you move from learning to action.
July 15, 2026
Saving for Your Retirement
Explore different retirement savings options—including 401(k)s, IRAs, Roth IRAs, CDs, annuities, and more—and learn how to align them with your retirement goals and lifestyle plans.
August 12, 2026
When Should I Retire?
Retirement timing matters. This session focuses on the key questions you should be asking yourself before deciding when to retire, including income needs, healthcare, and long‑term planning considerations.
August 26, 2026
AARP Retirement Calculator Demo
See how AARP’s retirement planning tools can help you estimate income needs, test scenarios, and feel more confident about your retirement timeline.
September 16, 2026
I’m Ready to Retire—Now What?
Learn why reviewing your pre‑retirement plan is critical and gain insight into the three most important retirement tax years that can significantly impact your financial outcomes.
October 21, 2026
Using Annual Tax Planning to Your Advantage
Understand the difference between tax deductions, tax credits, and deductible losses—and learn how proactive tax planning can help you keep more of your money year after year.
October 28, 2026
Tax Planning Calculator Demo
Get hands‑on with AARP’s tax planning calculator and learn how to use it as a decision‑making tool throughout the year—not just during tax season.
November 4, 2026 (5:30 p.m. AST)
Reflecting on What We’ve Learned
Wrap up the year by reviewing key lessons from the series and setting realistic financial goals to carry you into the new year with confidence.
Register Once. Learn All Year.
Registration is simple—and one registration gives you access to the entire series.
👉 Register today:
https://events.aarp.org/2026VIFinancialWellness
These sessions are ideal for adults at every stage—whether you’re just getting started, actively planning, or preparing to retire. Invite a friend, attend live, and take advantage of tools designed to support your financial well‑being.
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