About this Event
The Planning Your Path Forward series is designed to empower faculty and staff with essential knowledge and strategies for retirement planning. Whether you're nearing retirement or just beginning to explore your options, the sessions will provide tools and insights needed to make informed decisions about your financial future.
By addressing topics such as retirement savings, investment strategies, and understanding benefits, the series will help faculty and staff confidently navigate this important stage of life.
In this webinar, presented by Fidelity, get a general understanding of what assets are potentially taxable and how they might be distributed. Learn the importance of a living will and health care proxy, as well as the basics of trusts, gifting, and possible insurance replacement strategies.
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