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, […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
