Preserving our Savings for Future Generations (Faculty & Staff Only)

Thursday, April 28, 2022 2 p.m. to 3 p.m.

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. Presented by Fidelity.

Registration information can be found here: https://hr.ucf.edu/financial-wellness-series.

For questions please contact benefits@ucf.edu.

The annual UCF Financial Wellness Series will be held from April 5 through April 28, 2022.

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