Judy Cuzzacrea Wagner will present a University at Buffalo HR Virtual Workshop on November 16 on financial wellness. This series, intended for UB faculty and staff, focuses on wellness, working remotely and other professional development topics. A full description of Judy’s presentation is below:
Financial wellness for yourself and your loved ones is critical to your overall health. As we age, we have our own financial security in mind, as well as that of our loved ones. Having the tools available to be prepared and navigate these mazes is essential. This program will share valuable information about family financial preparedness at all stages of life. The program will discuss your goals and the risks of reaching those goals. We’ll address more complex estate planning, including when an estate becomes taxable, discuss trusts as an estate planning tool, and touch on retirement, long-term care planning, and caregiving.