The Inside Baseball of Estate Planning
Wednesday, February 5, 2025, 5 pm to 6:30 pm
Campus:
Dayton
Endeavor Room, 156 Student Union
Audience:
Faculty
Staff
Alumni
The public
Event Webpage:
The Inside Baseball of Estate Planning:
Essentials for creating your estate plan and making your money work for you
Join us for an insightful seminar on estate planning on Wednesday, Feb. 5, 5-6:30 p.m., in the Endeavor Room of the Student Union. Learn the essential steps to set up your will, identify key estate documents you need and create a plan that provides security and peace of mind for your family and loved ones.
Our featured speakers, Shon Anderson ’06, ’07, president of Anderson Financial Strategies, and David Cusack ’90, attorney, will simplify the estate planning process, share strategies for making your money work for you in retirement and provide valuable insights to help you prepare for the future with confidence. Light refreshments will be provided.
This event is geared toward recent retirees and those who are close to retiring. It is free and open to the public, but space is limited and advance registration is required. Details on registration will be available in early January. Don’t miss this opportunity to take charge of your estate planning!
This event is co-sponsored by the Wright State University Retirees Association and the Wright State Office of Planned Giving. Don’t miss this opportunity to take charge of your estate planning!
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