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Cumberland, WI – Planning for End of Life with Purpose and Peace of Mind

St. Anthony Abbot Catholic Church 925 St Anthony St, Cumberland, United States

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, […]

Webinar – Keys to Financial Well-Being for Your Aging Parents

Adult children know that their parents might be facing age-related financial challenges. This webinar educates on how to take compassionate and forward-thinking action on issues facing elderly parents. Attend by yourself or with parents to become educated on how to secure the legacy that they’ve worked on for a lifetime. We will discuss estate planning, […]

Marinette, WI – Creating a Giving Plan from Life to Legacy

Holy Family Catholic Church-Marinette Marinette, Wisconsin

Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Speaker Robert Heuerman, Executive Director of Catholic United Financial Foundation will share […]

Marinette, WI – Creating a Giving Plan from Life to Legacy

Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Speaker Robert Heuerman, Executive Director of Catholic United Financial Foundation will share […]

Sioux City, IA – Creating a Giving Plan from Life to Legacy Workshop

Blessed Sacrament Catholic Church, Sioux City 3012 Jackson Street, Sioux City, IA, United States

Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Speaker Robert Heuerman, Executive Director of Catholic United Financial Foundation will share […]

St. Cloud, MN – Planning for End of Life with Purpose and Peace of Mind

Catholic United Financial Center, St. Cloud 120 10th Ave N, St. Cloud, Minnesota

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, […]

Webinar – Retirement: Helpful Planning for the Next Phase

If you are facing the next phase of life, get some help. During this webinar we will discuss the big issues like outliving your retirement income, long-term care funding, charitable options, and tax impact. Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan. Learn ways […]

Webinar – Retirement: Helpful Planning for the Next Phase

If you are facing the next phase of life, get some help. During this webinar we will discuss the big issues like outliving your retirement income, long-term care funding, charitable options, and tax impact. Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan. Learn ways […]

Knowlton, WI – Planning for End of Life with Purpose and Peace of Mind Workshop

St. Francis Xavier Catholic Church, Knowlton 150051 Mead Lane, Knowlton, WI, United States

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, […]

Cloquet, MN – Planning for End of Life with Purpose and Peace of Mind

Queen of Peace Catholic Church, Cloquet 102 4th Street, Cloquet, MN, United States

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, […]

Cloquet, MN – Planning for End of Life with Purpose and Peace of Mind Evening Workshop

Queen of Peace Catholic Church, Cloquet 102 4th Street, Cloquet, MN, United States

Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. We will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. Learn about estate documentation, transferring assets to heirs, reducing the time and […]

Boone, IA – Creating a Giving Plan from Life to Legacy Workshop

Sacred Heart Catholic Church, Boone 915 12th St., Boone, IA, United States

Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Speaker Robert Heuerman, Executive Director of Catholic United Financial Foundation will share […]

Mitchell, SD – Creating a Giving Plan from Life to Legacy Workshop

Holy Family, Mitchell 222 N Kimball St, Mitchell, SD, United States

Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Learn about the many options you have for charitable giving, including options […]

Huron, SD – Creating a Giving Plan from Life to Legacy Workshop

Holy Trinity, Huron 425 21st St SW, Huron, SD, United States

Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Learn about the many options you have for charitable giving, including options […]

Gilman, MN – Estate Planning Basics Workshop

Sts Peter and Paul Catholic Church, Gilman 10495 Golden Spike Rd NE, Gilman, MN, United States

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 […]