Financial and Estate Planning Seminar

SAVE THE DATE: 2022 Estate Planning Seminar
Live well. Leave well. Plan with a Purpose
8:00 a.m. – 3:00 p.m.
Conference Center at Shippensburg University, John E. Clinton Building

Join the Shippensburg University Foundation for a complimentary, no-obligation estate planning seminar.  This year’s keynote speaker is Keith W. Luke, President and Chief Executive Officer, Commonfund Securities, Inc. who will be sharing his thoughts on current economic and market challenges.  Seminar topics include legal and tax matters, financial planning, cyber security, and healthcare:

  • Individual Income Tax Update & Tax Planning for the Future
  • Retirement Strategies
  • Diversifying your Estate to Provide Stability
  • Understanding Wills, Trusts, and Powers of Attorney
  • Benefits of Charitable Gift Annuities and Charitable IRA Rollovers
  • Leaving a Legacy while Minimizing Taxes
  • ID Theft and ID Fraud – Protecting your Credentials and other Digital Assets
  • How American Healthcare has changed along with Traditional Medicare and Long-Term Care

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

View and download seminar brochure