ANNUAL ALUMNI DAYS EVENT

Friday, June 1, 20188:00 a.m. – 2:30 p.m.Conference Center at Shippensburg University500 Newburg Road, Shippensburg, PA

REGISTER TODAY!

Mailing address:Shippensburg University Foundation

1871 Old Main Drive • Shippensburg, PA 17257

Visit our office at:500 Newburg Road, Shippensburg, PA 17257

Phone: (717) 477-1377Fax: (717) 477- 4060

www.sufoundation.org

Nurturing Excellence

X X XO O O

OO O

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MedicareTaxesLong-term Care

Retirement income Gift

AnnuitySocial

Security

Your Retirement PlaybookA Winning Game Plan for Retirement

Seminar and lunch compliments of the Shippensburg University Foundation

Identity Theft

I am unable to attend, but I would like information on the following financial planning/planned giving strategies below:

Check all that apply.

q Bequests and Estate Plan Giftsq Life or Term of Years Income Gift

Charitable Gift AnnuityDeferred Gift AnnuityEducation Deferred AnnuityCharitable Remainder Trust

q Charitable IRA Rollover Giftsq Beneficiary Designation Gifts

InsuranceRetirement PlanInvestmentBank Account

.....................................................................................q I have already included the SU Foundation in

my will or trust.q Send me information about options above.q I have questions, please call me. q Contact me for a personal visit. q Add me to your financial planning e-newsletter.

The best way to contact me is by q Email q Mail q PhoneName ______________________________________

Street ______________________________________

City/State/Zip ________________________________

Phone _____________________________________

Email ______________________________________

All inquiries are treated with complete confidentiality.This information is not intended as tax, legal or financial advice. Gift results may vary. Consult your personal finan-cial advisor for information specific to your situation.

Visit our financial and estate planning website at www.sufgift.org

Unab le t o at t e nd ?By including the Shippensburg University Foundation in your estate plans, you are

entitled to membership in the SU Foundation’s Honor Society.

Benefits of Membership include:

• An invitation to the annual Honor Society Champagne Brunch

• An invitation to the Honor Society Spring trip. Recent trips have included Washington DC, Gettysburg, Brandywine, Western PA, Annapolis, St. Michaels, and New York City

• An invitation to the Honor Society fall trip. The 2018 five-day trip will be to the St. Lawrence Seaway. Recent trips have included the Outer Banks, New York Finger Lakes, Kentucky, New England, Charleston NC, Vermont and Canada

• An invitation to the annual Financial and Estate Planning Seminar in June

• A monthly, or weekly if you choose, financial and estate planning newsletter

• The satisfaction of knowing that you will make a difference in the life of a future Shippensburg University student, faculty member or program

Hono r S o c i et y

“We have been attending the SU Foundation’s Estate Planning Seminars for several years as a mind-stimulating start to Alumni Weekend. No where else can one gain such top-notch investment knowledge in such a concise manner for no charge at all! Just by attending the morning seminar, each person has already saved hundreds of dollars in consultation fees! The organizers pull together top investment, top security, and top consumer personnel every year to inform the attendees of the latest trends in business, government, and “let-the-buyer beware” tactics to help each attendee make the best financial decisions for the “road” ahead. From what we learned from the speakers and from their handouts, Geoff and I have gained tremendous talking points to discuss with our own financial advisor and with our son. Our only question is, “How do they manage to enlighten us with new insights each and every year?” - - Linda ‘67 and Geoff Taylor ‘71

Gue st fe e dba c k !

“It is an event not to be missed! I have been coming to the SU Foundation’s annual Estate Planning Seminar for the past few years. From the keynote speakers to the session presenters, the information has been current, informative, and helpful. As a retired

SU professor, it is wonderful to hear presentations from SU alumni who have achieved professional success and expertise in their field as well as other speakers who always provide a wealth of knowledge during their sessions.” - - Dr. Don Mayer

REGISTRATION8:00 a.m. - 8:20 a.m. Registration and light breakfast refreshments

WELCOME8:20 a.m. - 8:25 a.m.

KEYNOTE ADDRESS8:30 a.m. - 9:25 a.m. National Economic UpdateRyotaro Tashiro, M.A. EconomicsEconomics and Public Outreach Associate in the Research Department Federal Reserve Bank of Philadelphia• Economic projections show that the current

expansion period will become the second longest one in modern economic history by July

• Various sentiment indexes show a high level of optimism among consumers and business owners

• Employment conditions remain solid both nationally and locally, but understanding where and how skills mismatch is a key topic in 2018

SESSION 1A9:30 a.m. - 10:25 a.m. The Ball is in Your Court: Do Your Financial Plans Need an Instant Play ReviewJoshua L. Jenkins ’84 CFP, ChFC, CLU Financial Advisor/College Unit DirectorJenkins Financial Northwestern Mutual Wealth Management• How do I make sure that I don’t outlive my money?• Accumulation vs. distribution -- creating income in

retirement requires a different strategy• Sequence of returns -- how it can affect your

retirement• Six key retirement risks and managing their

uncertainties• Strategies for a sound retirement income plan

SESSION 1B9:30 a.m. - 10:25 a.m. Game Plan for Your Healthcare, Medicare, and Long-Term Care Sara Sivers, PPACA Certified Professional Benefits ConsultantGannon Associates• What are your health insurance options before

Medicare?• Is Medicare enough, or do you need a

Supplement?• Long-Term Care Insurance -- it covers more than

nursing homes!

SESSION 2 10:30 a.m. - 11:25 a.m. Win Win Win: Tax Reform and Charitable GivingChrystal K. Miracle, ’06 MBA, CPAChief Financial OfficerShippensburg University Foundation

Lani Longarzo, MBADirector of Major GiftsShippensburg University Foundation• Tax changes that affect charitable giving• Attractive giving options: Charitable IRA rollover

opportunity, Charitable Gift Annuities• Choosing the right assets

LUNCH11:30 a.m. - 12:15 p.m.Join our presenters during lunch for questions and answers regarding their topic.

S EM INAR AG ENDASESSION 3A12:20 p.m. - 1:15 p.m.Update Your Playbook for 2018: 10 Game Changers in the New Tax LawCharles R. Nebel ’84, CPAPrincipal, Boyer & Ritter, LLC• Revised income tax rates and brackets• Boosted standard deduction• Personal exemptions suspended• Medical expense deduction lowered• State and local tax deduction limited• Home mortgage and home equity interest

modified• Boosted charitable contribution deduction limit• Itemized deductions tabled• Child tax credit increased• AMT (alternative minimum tax), capital gains,

estate and gift tax, and more

SESSION 3B12:20 p.m. - 1:15 p.m.The Best Defense Is a Good Offense: Cyber Security, Identity Theft & ScamsDr. Brian WentzAssociate Professor & Chair, Accounting & MIS Department, Shippensburg University• Current cyber security threats• Identity theft and scams • Protecting your assets and identity

SESSION 4 1:20 p.m. - 2:15 p.m. A Greatly Enlarged Playing Field – The New Tax Act and Estate PlanningJoel Zullinger ’70, EsquireZullinger-Davis-Trinh, P.C.

Rachel Schreck ’07 EsquireZullinger-Davis-Trinh, P.C.• Review of new tax act concerning federal estate

and gift taxes • Use of gifts for education of children and

grandchildren• The “what ifs” under the new tax act

CLOSING REMARKS

Name 1 _______________________________________

Name 2 _______________________________________

Name of Financial Advisor (if attending)

______________________________________________

Address ______________________________________

City/State/Zip _________________________________

Phone ________________________________________

Cell Phone ____________________________________

Email ________________________________________

Special Dietary Concerns ________________________

Note that some sessions are concurrent.Please mark your choice

for each time slot.

Name 1

q Keynote Speaker

q Session 1A or q 1B

q Session 2

q Lunch

q Session 3A or q 3B

q Session 4

Register online: tinyurl.com/EFPSeminarRegister by phone: (717) 477-1377

Fax your registration to: (717) 477-4060Mail your registration: A postage-paid reply envelope is enclosed for your convenience.

REG I S T ER TODAY !Register by: May 25, 2018

Seats are FREE but LIMITED

Name 2

q Keynote Speaker

q Session 1A or q 1B

q Session 2

q Lunch

q Session 3A or q 3B

q Session 4