Tag

Iowa
Stress-Free Downsizing Workshop

Webinar: Stress-Free Downsizing

Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.
Read More
Planning for End of Life with Purpose and Peace of Mind Workshop

Dakota Dunes, SD – Planning for End of Life Workshop

May 29, 2024
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...
Read More
Planning for End of Life with Purpose and Peace of Mind Workshop

Dakota Dunes, SD – Planning for End of Life Workshop-Noon

May 29, 2024
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...
Read More
Women and Estate Planning Webinar-May 2024

Webinar: Women and Estate Planning

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.
Read More
Women and Estate Planning Webinar-May 2024

Webinar-Women and Estate Planning: Understand and Secure Your Legacy

April 18, 2024
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...
Read More
Understanding Your Social security Benefits Webinar

Webinar-Understanding Your Social Security Benefits

March 3, 2024
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
Read More
Create a Giving Plan from Life to Legacy Workshop

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

February 20, 2024
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...
Read More
Keys to Financial Well-Being for Your Aging Parents

Webinar: Keys to Financial Well-being for Your Aging Parents

Attend this informative webinar to learn simple ways to transform your charitable giving and the help it can provide your Catholic community.
Read More
Create a Giving Plan from Life to Legacy Workshop

Webinar: Creating a Giving Plan from Life to Legacy

Attend this informative webinar to learn simple ways to transform your charitable giving and the help it can provide your Catholic community.
Read More

Webinar: Understanding Family Security and Life Insurance

This webinar will help you understand life insurance, how it specifically relates to the financial lives of women, and what life insurance can accomplish -- beyond paying for a funeral.
Read More
1 2 3 4

Categories