Financial and Estate Planning Seminar


SU Foundation’s Annual Financial and Estate Planning Seminar
Live Well. Leave Well. Plan with a Purpose.
May 31, 2024 | 8:00am–3:30pm
Conference Center at Shippensburg University, John E. Clinton Building,
500 Newburg Rd.

Thinking about your family and if you have a financial plan? This seminar is for you! Join the Shippensburg University Foundation for a complimentary, no-obligation financial and estate planning seminar on estate plans, healthcare, how tax laws may impact your taxes, investments, cyber security, and retirement planning. Topics include:
• Benefits of a Financial Plan
• Tax Planning Tips and Reminders
• 2024 Tax Update—Secure Act 2.0
• Retirement Contributions (RMD and QCD)
• Essential Estate Planning
• Wills and Trusts, Beneficiary Designations, and Tax Considerations
• Protecting Assets for the Family
• Health Insurance Options for Retirees Under Age 65
• Traditional Medicare for Ages 65+
• Medicare Advantage Plans
• Long Term Care Options
• Staying Safe Online
• Protecting Your Credentials and Other Digital Assets
• Phishing—What It Is and How to Combat It
• AI (Artificial Intelligence)

A complimentary continental breakfast and lunch will be provided. For more information, call (717) 477-1377.

View and download seminar brochure