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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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Medicare and Supplement Insurance Made Easy Webinar on demand

Webinar – Medicare and Supplement Health Insurance Made Easy

August 1, 2024
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 Medicare Supplement Specialist Tara Donohue Weiss guides you through an easy-to-follow summary of Medicare and Medicare Supplement Insurance. Learn about enrollment periods, avoiding penalties, and how...
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Funding Strategies for Long-term Care Workshop

Webinar – Funding Strategies for Long-term Care

June 23, 2024
Attend this educational workshop on July 30 at 10 a.m. to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build.
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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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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...
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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...
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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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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...
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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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