This workshop is two things: 1) a great starting point for people who need an estate plan and 2) a good reminder to people who have a plan and want to make sure it's up-to-date. Topics to be discussed include: Understanding how probate will affect your family and estate Managing tax exposure and protecting assets […]
Catholic United Financial encourages women to make learning about personal finance a priority in their lives, starting with this workshop. Women are, or will be, primary decision makers in their homes when it comes to finances. Women think differently about money — how to spend, when to save, what to donate. Since women live longer, […]
Catholic United Financial encourages women to make learning about personal finance a priority in their lives, starting with this workshop. Women are, or will be, primary decision makers in their homes when it comes to finances. Women think differently about money — how to spend, when to save, what to donate. Since women live longer, […]
Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]
Join Catholic United Financial and Attorney Rachel Schromen for a webinar that will guide women through the fundamental principles of estate planning, offering actionable insights and practical advice. From wills and trusts to powers of attorney and healthcare directives, we'll cover essential documents and strategies to ensure your wishes are carried out effectively. Whether you're […]
Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]
Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]
To RSVP: Click here to RSVP online or call 1-800-441-9949. Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life […]
For a lot of us, the need to downsize is not a fad or a life choice, it’s a necessity. As the circumstances of our living situations change with age, it just makes sense to downsize, get free from clutter and align our finances to a better "new normal". Attend this workshop to hear from […]
Attend this workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.
This workshop is two things: 1) a great starting point for people who need an estate plan and 2) a good reminder to people who have a plan and want to make sure it's up-to-date. Topics to be discussed include: Understanding how probate will affect your family and estate Managing tax exposure and protecting assets […]
Attend this educational workshop on July 30 at 10 a.m. to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build.
To RSVP: Click here to RSVP online or call 1-800-441-9949 Adult children know that their parents might be facing age-related financial challenges. This workshop educates on how to take compassionate and forward-thinking action on issues facing elderly parents. Attend by yourself or with family members to become educated on how to secure the legacy that […]
To RSVP: Click here to RSVP online for the noon workshop or call 1-800-441-9949. To RSVP online for the 6 p.m. workshop, click here. Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about […]
To RSVP: Click here to RSVP online for the 6 p.m. workshop or call 1-800-441-9949. To RSVP online for the Noon workshop click here. Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about […]
Frustrated or confused with Medicare enrollment, or shopping for Supplement insurance? You are not alone. The complexity and information overload can seem overwhelming. Attend this event and listen as Medicare Supplement Specialist Tara Donohue Weiss guides you through an easy-to-follow summary of Medicare and Medicare Supplement Insurance. Learn about enrollment periods, avoiding penalties, and how […]
