Financial and Estate Planning Seminar
Ship Alumni and Friends - Register Now!
Join the Shippensburg University Foundation for this year's complimentary, no-obligation estate planning seminar - Live Well, Leave well. Plan with a Purpose.
The 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
• 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.
Financial and Estate Planning Seminar
Date and Time
Friday Jun 3, 2022
8:00 AM - 3:00 PM EDT
Friday, June 3, 2022
8:00am - 3:00pm
Location
Conference Center at Shippensburg University
500 Newburg Road
Shippensburg
