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When your Health and your Money Intersect

Plan for your Peace of Mind

Panel of local financial professionals share insight on the legal and healthcare documents and financial plans you should have in place when approaching retirement.

Financial professionals lead a conversation on planning for your peace of mind as you approach the golden years.  Conversations will include:

• Understanding the Intersection: Learn how health and wealth are closely linked, especially as you approach retirement, and why it's crucial to manage them together for a secure future.
• Expert Roles: Discover the parallel roles of doctors and financial advisors in diagnosing issues, creating plans, and protecting what's important—your health and your money.
• Personal Impact: Hear about real-life scenarios where health changes have significantly affected financial stability and decision-making, emphasizing the need for preparedness.
• Essential Documents: Find out the three key documents you need to have in place to ensure your health and financial wishes are respected and acted upon.
• Proactive Planning: Gain insights into the importance of pre-planning for life transitions, including where to live and how to manage healthcare decisions, to minimize stress and maintain control.

About the Presenters:

Michael Graci, Senior Financial Wellness Consultant and National Speaker, is a member of the BlackRock Business Consulting team within USWA Advisor Engagement. BBC delivers strategic consulting, industry
trends / insights, bespoke study groups, leadership development and specialized client presentations for advisors, teams, and firms. BBC helps teams identify opportunities to accelerate business growth both organically and inorganically.  Michael is a nationally recognized speaker and has been in the financial services industry for more than 30 years. He offers extensive expertise and experience in all aspects of financial planning, financial wellness and retirement benefits.  Prior to his current role, Michael managed national 401(k) distribution relationships for BlackRock and acted as a specialist in the retirement sector. He is a graduate of Pennsylvania State University and is an Accredited Investment Fiduciary (AIF®). Originally from Central Pennsylvania, Michael currently resides in Delaware with his wife Jane and their son Tony, an autistic adult. He has served on the Board of Directors of Autism Delaware since 2001. He is currently a member of the Board of Directors of the Fort DuPont Redevelopment & Historical Preservation Corporation.
Michael was diagnosed with Mantle Cell Lymphoma in 2011 and underwent a Bone Marrow Transplant to treat the condition late in 2017.

Joseph Bonadeo has been a financial advisor for over 30 years, having the privilege of partnering with clients as far away as Hawaii and as near as my office in Succasunna New Jersey. It has been his professional goal to uniquely design each of his clients' portfolios throughout his career.  Joe's clients seek preparation for their retirement, are recently retired or have had a 401(k) in the past. Major life events such as an inheritance, divorce, death of a loved one or long-term care protection are areas that he helps his investors navigate as their financial advisor.  The privilege of helping empower his clients to have a happy retirement, spend time with family and live out personal passions in their lives is what he enjoys most about being a financial advisor. He helps clients take control of their finances, making informed decisions and attaining the goals they have set.  Investing is not about the money in your wallet or your wealth; it's about working toward security for your family while living comfortably in retirement.  He is a graduate of Montclair State University, earning a bachelor's degree in economics and is licensed in life, accident, health insurance and securities.  Joe is an active member of the Sons and Daughters of Italy in America (a
charitable organization), as well as a member of the Knights of Columbus and the Italian Cooperative of Fairview. Some of his recreational interests are golf, track and field and cross country. He has also completed a 26-mile marathon.

Taylor Heath, Vice President, is an Edward Jones Investment Specialist within BlackRock's US Wealth Advisory Group. Taylor is responsible for the distribution or various BlackRock investment solutions, primarily mutual funds and ETFs, all in an effort to help financial advisors build better portfolios. Prior to this role, Taylor served as a Sales Support Analyst within the Advisor Services Group of USWA.

Register online or by calling the library at (973) 584-2400.

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