Financial professionals lead a conversatio n on planning for your peace of mind as you approach the golden years.&nbs p\; Conversations will include:
\nAbout the Presenters:< /p>\n
Michael Graci\, Senior Financial Wellness Consult
ant and National \;Speaker\, is a member of the BlackRock Business Con
sulting team within \;USWA Advisor Engagement. BBC delivers strategic
consulting\, industry
trends / insights\, bespoke study groups\, lead
ership development and \;specialized client presentations for advisors
\, teams\, and firms. BBC helps \;teams identify opportunities to acce
lerate business growth both organically \;and inorganically. \;&nb
sp\;Michael is a nationally recognized speaker and has been in the financi
al \;services industry for more than 30 years. He offers extensive exp
ertise and \;experience in all aspects of financial planning\, financi
al wellness and \;retirement benefits. \; Prior to his current rol
e\, Michael managed national 401(k) distribution \;relationships for B
lackRock and acted as a specialist in the retirement \;sector. He is a
graduate of Pennsylvania State University and is an \;Accredited Inve
stment 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 Director
s of Autism Delaware since 2001. \;He is currently a member of the Boa
rd of Directors of the Fort DuPont \;Redevelopment &\; Historical P
reservation Corporation.
Michael was diagnosed with Mantle Cell Lymph
oma in 2011 and \;underwent a Bone Marrow Transplant to treat the cond
ition late in 2017.
Joseph Bonadeo has been a fin
ancial advisor for over 30 years\, having the privilege of partnering with
\;clients as far away as Hawaii and as near as my office in Succasunn
a \;New Jersey. It has been his professional goal to uniquely design e
ach \;of his clients' portfolios throughout his career. \; Joe's c
lients seek preparation for their retirement\, are recently retired or hav
e 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 a
reas that he helps his investors navigate as their \;financial advisor
. \; \;The privilege of helping empower his clients to have a happ
y retirement\, spend time \;with family and live out personal passions
in their lives is what he enjoys most about \;being a financial advis
or. He helps clients take control of \;their finances\, making informe
d decisions and attaining the goals they have set. \; \;Investing
is not about the money in your wallet or your wealth\; it's about working&
nbsp\;toward security for your family while living comfortably in retireme
nt. \; He is a graduate of Montclair State University\, earning a bach
elor's degree in \;economics and is licensed in life\, accident\, heal
th insurance and securities. \; Joe is an active member of the Sons an
d 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.