Estate Planning Workshop
Immaculata University will conduct a workshop focusing on Estate Planning on Wednesday, March 30, from 5:30 – 7:30 p.m. at the Farmhouse Bistro at People Light Theater, 39 Conestoga Road in Malvern. This free, informative event will help to alleviate concerns about retirement issues and estate planning. Dinner and refreshments are provided.
Members of Immaculata’s Planned Giving Committee, professionals in the field, will be the presenters: Elizabeth Faunce ‘90, Ph.D., CFP and assistant professor of Economics and Finance at Immaculata and Frank C. Ortner, Jr., Esq., attorney at law.
“Many people are concerned about retirement and all the financial issues that heading their way. This workshop will address some of these concerns and provide practical advice,” stated Madeline Christenson, assistant director of Stewardship and Donors Relations at Immaculata.
This event is free and open to the public. Please RSVP to Madeline Christenson at 484-323-3680 or firstname.lastname@example.org or online at https://www.eventbrite.com/e/financial-services-workshop-tickets-21834321042
Immaculata University is a Catholic, comprehensive, coeducational institution of higher learning, located on the Main Line between Malvern and Exton, 20 miles west of Philadelphia.