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Iowa
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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Financial Scams Targeting Older Adults and How To Avoid Them

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

September 23, 2024
To RSVP, fill out the form below. In 2023, the FBI’s Internet Crime Complaint Center received over 880,000 complaints with potential losses exceeding $12.5 billion. In the same year, total losses reported by those over the age of  60 topped $3.4 billion, an 11 percent increase from 2022. Taking appropriate measures can help protect you...
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Create a Giving Plan from Life to Legacy Workshop

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

September 10, 2024
To RSVP: Click here to RSVP for the 6 p.m. workshop or call 1-800-441-9949. Click or tap here to RSVP for the 9 a.m. workshop. 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...
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Create a Giving Plan from Life to Legacy Workshop

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

September 10, 2024
To RSVP: Click or tap here to RSVP for the 9 a.m. workshop or call 1-800-441-9949. Click here to RSVP for the 6 p.m. workshop. 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...
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Medicare and Supplement Insurance Made Easy Webinar on demand

Sioux City, IA – Medicare and Supplement Insurance Made Easy PM

September 4, 2024
Join us for an easy-to-follow summary of Medicare and Medicare Supplement Insurance covering: enrollment periods, avoid penalties, and pick a plan that provides for your needs.
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Medicare and Supplement Insurance Made Easy Webinar on demand

Sioux City, IA – Medicare and Supplement Insurance Made Easy

September 4, 2024
Join us for an easy-to-follow summary of Medicare and Medicare Supplement Insurance covering: enrollment periods, avoid penalties, and pick a plan that provides for your needs.
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Planning for End of Life with Purpose and Peace of Mind Workshop

Webinar – Planning for End of Life Workshop

August 11, 2024
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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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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