SAVE THE DATE!
SU Foundation’s Annual Financial and Estate Planning Seminar
Live Well. Leave Well. Plan with a Purpose.
May 30, 2025 | 8:00am–3:30pm
Conference Center at Shippensburg University, John E. Clinton Building,
500 Newburg Rd.
Are you prepared for your future and your family? Do you have a plan for your finances, estate, and healthcare? Is your plan current? If not, this seminar is for you! Join the Shippensburg University Foundation for a complimentary, no-obligation day of learning from the region’s leading financial and estate planning professionals. Get insightful advice on :
- Estate Planning: Ensuring your assets are passed on according to your wishes
- Medicare & Healthcare: Navigating your options and making informed decisions
- Tax Laws & Impacts: How new tax laws may affect your financial strategy
- Investment Strategies: Maximizing your returns while minimizing risks
- Computer Security and Scams: Protecting your personal data and watch out for scams
- Giving Wisely: How you can make a difference in the lives of Ship students
- Retirement Planning: Setting yourself up for a secure and comfortable retirement
Need a place to stay? Consider the Courtyard by Marriott Shippensburg, conveniently located adjacent to the conference center.
