2020 Financial and Estate Planning Seminar postponed

Shippensburg University has postponethe Alumni Weekend festivities on May 29-30, 2020. This includes the SU Foundation’s Annual Finance and Estate Planning Seminar on May 29, 2020.

We continue to follow the guidance of state and federal officials in support of efforts to mitigate the spread of the COVID-19 virus, and to prioritize the health of our communities and alumni.

The Alumni Weekend celebration will be held when it is safe and feasible to do so.  The immediate future is simply too uncertain to know when it will be possible to hold these events.Details will be provided as soon as it’s possible and the SU Foundation looks forward to hosting our Annual Finance and Estate Planning Seminar.

In the meantime, please feel free to visit our planned giving website, SUFgift.org, give us a call with your planned giving questions. Stay safe, and we’ll see you soon. 

FREE SHIP ALUMNI Financial Planning Workshop

Homecoming Weekend |  Saturday, October 19  |  8:30 AM – 10:30 AM

Courtyard by Marriott – adjacent to Campus and Seth Grove Stadium – 503 Newburg Road, Shippensburg

Hosted by the Shippensburg University Foundation

Interested in financial tips for your 30s, 40s, or 50s? This seminar is for you! Join the Shippensburg University Foundation for a free, no-obligation financial planning workshop.

Registration and complimentary breakfast begin at 8:30 AM

SESSION 1 | Retirement Straight Talk from a CERTIFIED FINANCIAL PLANNER®
Presented by: Joshua L. Jenkins ’12, CFP, ChFC, CLU, RICP
Jenkins Financial, Northwestern Mutual Wealth Management Company

SESSION 2 | Navigating Your Estate
Presented by: Rich Reilly ’84, Attorney-At-Law

View workshop details here.

RSVP by October 11 here: tinyurl.com/SHIPALUMWORKSHOP

 

2019 Financial Planning Seminar: May 31

YOUR RETIREMENT PLAN BUILT TO LAST

Friday, May 31, 2019
8:00 a.m. to 2:30 p.m.
Conference Center at Shippensburg University
John E. Clinton Building
500 Newburg Road, Shippensburg, PA

KEYNOTE SPEAKER: Linda Duessel, CFA, CPA, and CFP – Senior Equity Strategist/Senior Vice President at Federated Securities Corporation will be our keynote speaker.  Ms. Duessel will cover a broad range of economic forecasts in her keynote session titled, Economic Update.  She has been a regular contributor to CNBC’s “Closing Bell” and other programs. In addition, she has appeared on Fox News “Your World With Neil Cavuto” and Bloomberg Television. Linda has also been extensively quoted by Associated Press, The Wall Street Journal and Barron’s and has been featured in the annual roundtables for USA Today and Smart Money Magazine.

Additional sessions during the day include:

  • The Power (tools) of Intent – Spend, Divide, Preserve and Grow
  • Building Your Retirement Home – An Educational Approach to Constructing Your Future
  • The Health Insurance Blueprint for Retirement
  • Laying The Foundation for the Future
  • Securing Your Legacy Brick-by-Brick with Estate Planning
  • Ultimate Downsizing:  Casket, Urn or In the Wind

Learn from some of the region’s top tax, financial, estate planning, and healthcare professionals. They will offer a powerful plan for financial success completely free of charge and with no-obligation.  A complimentary continental breakfast and lunch will be provided.

 

New Scholarship Recipient Reception

The SU Foundation is hosting a reception celebrating new SU Foundation and Board of Governor scholarship recipients. The event will be held in the Orrstown Bank Lobby of the H. Ric Luhrs Performing Arts Center on Thursday, September 13.

Because of generous donors who have established scholarship over the years, and because of donors who continue to give to scholarships today, the SU Foundation was able to provide over $1.6 million in scholarship and loan support to Ship students in 2017-2018.

2018 Financial Planning Seminar

Are you in your 30’s, 40’s or 50’s. The SU Foundation is hosting a free, informative financial planning seminar for you!

Homecoming Weekend | Saturday, October 20, 2018 | 8:30 AM – 10:30 AM
Courtyard by Marriott – 503 Newburg Road, Shippensburg PA

Sessions include: How to Define your Financial Goals and
Actually Accomplish Them and How to Take Care of Your Children and
the Aging Generation. Presentations by Ship Alum who are experts in their fields.

View Seminar Details

Register Now – Seating is Limited.

2018 Financial and Estate Planning Seminar

Have you retired or are you considering retirement?

We have a seminar for you. 

This year’s SU Foundation Finance & Estate Planning Seminar titled, Your Retirement Playbook – A Winning Game Plan for Retirement will be held on Friday, June 1, 2018 during SU Alumni Weekend at the Conference Center at Shippensburg University. Learn how the new tax laws impact your taxes, investments, retirement, healthcare, and estate plans. There is no fee to attend this no-obligation, annual seminar. It runs from 8:00 AM to 2:30 PM, with complimentary breakfast and lunch included. More information and registration details will be available in April.