May 29, 2026 | Financial & Estate Planning Seminar

Your Life, Your Plan, Your Legacy

Shippensburg University Foundation’s Complimentary Financial and Estate Planning Seminar

Friday, May 29, 2026
8:00 a.m. to 3:00 p.m.
Conference Center at Shippensburg University
John E. Clinton Building, 500 Newburg Road, Shippensburg PA

We invite you to attend our annual Financial and Estate Planning Seminar during Alumni Weekend. Learn about retirement planning from the region’s top healthcare, tax, financial, and estate planning professionals during our complimentary, no-obligation seminar.
A complimentary light breakfast and lunch will be provided.

TOPICS INCLUDE:

SESSION 1 | 8:30 A.M. – 9:40 A.M. Financial & Tax Planning

SESSION 2 | 9:50 A.M. – 11:00 A.M. Social Security and Medicare

SESSION 3 | 11:10 A.M. – 12:00 P.M. Giving Wisely

SESSION 4 | 12:45 P.M. – 2:00 P.M. Plan Today, Secure Tomorrow – Putting Your House In Order

SESSION 5 | 2:10 P.M. – 3:00 P.M. Computer and Fraud Safety – AI Technology

We hope to see you and a guest on May 29th! Please RSVP by May 22.

Download the brochure

RSVP Online

ShipGives Happy Hour!

Join the Shippensburg University Foundation and Alumni Relations on April 9 from 5 pm to 7 pm at Appalachian Brewing Company in Mechanicsburg to celebrate ShipGives! Make a gift of $50 or more and pick up your socks!

Register at:  tinyurl.com/ShipGivesHAPPY

ShipGives 2024: April 10 & 11

Help us make this year’s ShipGives our best yet!
Join members of the Ship Family from across the nation, and around the world in banding together in support of Ship students! Your support during ShipGives enables our students, faculty, and campus community to turn knowledge into action to make a real difference in the world.

2023 ShipGives Happy Hour

Tuesday, April 4:  5:30-7:30

Appalachian Brewing Company

6462 Carlisle Pike, Mechanicsburg, PA

All members of the SHIP Family are invited to enjoy light refreshments and a cash bar. Come socialize and celebrate your ShipGives impact! Make a gift of $35 or more to the fund of your choice… and get your 2023 ShipGives Socks!

June 2: Financial & Estate Planning Seminar

Live Well. Leave Well. Plan with a Purpose.
Friday, June 2  |  8:00am–3:00pm
Conference Center at Shippensburg University,
John E. Clinton Building

Thinking about your family and if you have a plan? This seminar is for you! Join the Shippensburg University Foundation for a complimentary, no-obligation financial
and estate planning seminar titled: Live Well. Leave Well. Plan with a Purpose.

Volunteer professional advisors will cover topics including how the new tax laws may
impact your taxes, investments, retirement, healthcare, and estate plans. The keynote speaker is Ryotaro Tashiro from the Federal Reserve Bank of Philadelphia who will provide an Economic update.

Complimentary continental breakfast and lunch will be provided for seminar attendees. For more information, call (717) 477-1377 or visit sufoundation.org. Topics may vary depending upon the availability of volunteer experts.

April 4 & 5: ShipGives

Save the Date for ShipGives 2023!

Noon on Tuesday, April 4 through Noon on Wednesday, April 5.

Join us for ShipGives, Shippensburg University Foundation’s 24-hour day of giving. It’s an exciting day when alumni and friends from around the country join the campus community to make an impact for students.

In 2022, 884 Ship family members made gifts totaling $130,965. Save the date and help the Ship family make this our best ShipGives to date!

Plus, the SU Foundation will be debuting another awesome Ship sock. Watch social media for the big reveal.

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.