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 […]
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 […]
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 Senior Member Advisor, Dave Stang at Catholic United Financial guides you through an easy-to-follow summary of Medicare and Medicare Supplement Insurance. Learn about enrollment periods, avoiding […]
Learn about tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice.
