Financial & Estate Planning Workshop

Do your financial and estate plans address your future needs and those of your loved ones?  Immaculata University is offering a free workshop on how to make wiser, more informed decisions to secure your family’s financial future.

The Financial and Estate Planning workshop will be presented by Elizabeth Faunce, ’90, Ph.D., associate professor of Business at Immaculata and certified financial planner, and Francis C. Ortner, Jr., Esq., OneSource Retirement Advisors. This workshop offers practical advice and will address financial and estate planning needs. Please RSVP by Thursday, March 30 at https://iuworkshop-april4.eventbrite.com.

The event will be held at the White Horse Tavern and Wine Bar located at the Sheraton Great Valley Hotel in Frazer from 5:30 to 7:30 p.m. Dinner and refreshments will be provided. Space is limited.

For more information, contact Madeline Christenson at mchristenson@immaculata.edu.

Tuesday, April 4, 2017 - 5:30pm to 7:30pm
Event Type: 
Alumni
Community Events
Lectures/Seminars
Location: 
White Horse Tavern and Wine Bar in the Sheraton Great Valley Hotel, 707 E. Lancaster Avenue, Frazer, PA 19355

1145 King Road, Immaculata, PA. 19345
p. 610-647-4400 or call toll-free: 1-877-42 TODAY
Federal Compliance Links | Clery | Employment
Copyright © All Rights Reserved

1145 King Road, Immaculata, PA. 19345 p. 610-647-4400 or call toll-free: 1-877-42 TODAY
Federal Compliance Links | Clery | Employment
Immaculata University | Copyright © All Rights Reserved