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Medicare and Supplement Insurance Made Easy Webinar on demand

Webinar: Medicare and Supplement Health Insurance Made Easy

Watch this webinar as a specialist guides you through an easy-to-follow summary of Medicare and Medicare Supplement Insurance. 
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Financial Scams Targeting Older Adults and How To Avoid Them

Webinar: Financial Scams Targeting Older Adults and How to Avoid Them

Watch this webinar to learn to identify these common online and phone scams and to avoid becoming a victim.
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Planning for End of Life with Purpose and Peace of Mind Workshop

Webinar: Planning for End of Life with Purpose and Peace of Mind

Attend this workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.
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Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial

Webinar: Funding Strategies for Long-term Care

Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build. Our speaker will share how to avoid an asset-depleting “spend down,” and explain four options of funding a long-term care plan.
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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.
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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.
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Understanding Your Social security Benefits Webinar

Webinar: Understanding Your Social Security Benefits

One of the most important decisions you need to make before you retire is when to claim Social Security benefits. If you are single, married, divorced, or widowed this session will help you make that personal decision.
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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.
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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.
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Retirement: Helpful Planning for the Next Phase - Financial education for everyone

Webinar – Retirement: Helpful Planning for the Next Phase

January 23, 2024
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...
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