Wine & Wills

Sponsored by Magellan Financial, Inc. and Moravian University's Cornerstone Society

When: Thursday, March 19 | 1 - 2:30 p.m.
Where: Haupert Union Building, room 410

Wine & Wills is a special event designed for our alumni community to explore legacy planning with purpose and confidence.

Wine & Wills features a panel of accomplished professionals—and proud alumni—including a financial planner, an accountant, an estate attorney, and the founder of a company specializing in downsizing and property organization. 

Together, they will share practical insights on estate and financial planning, legacy goals, and navigating life transitions, helping alumni plan for the future while considering how their values and passions can shape a lasting impact at Moravian.

Wine & Wills Panelists

Jonathan D. Soden ’91

Jonathan D. Soden ’91

Jonathan D. Soden ’91, a managing partner at Magellan Financial, Inc., has 20 years of experience in financial advising, investing, and corporate retirement planning. He is accompanied by Susan Schupp, a senior wealth planner at Magellan. 

Paul Mack

Paul Mack ’09

Paul Mack ’09 is a certified public accountant and has been with Campbell, Rappold & Yurasits, LLP since 2009. He is a member of the Pennsylvania Institute of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners. His areas of expertise include individual taxation and audits of not-for-profit organizations and municipalities. 

Linda Gardner

Linda Shay Gardner ’74, P’08

Linda Shay Gardner ’74, P’08 is the lead attorney at Gardner Law Office. Some areas of expertise include trusts, living wills, and powers of attorney and appointment. 

Jill Kearney

Jill Kearney

Jill Kearney is the founder and CEO of Specialty Moves by Design, an organization that has been specializing in space planning and downsizing households since 2009. Jill brings expertise in developing and managing strategic plans to help transition households throughout the moving process. 

Register to Attend