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Wisconsin
Planning for End of Life with Purpose and Peace of Mind Workshop

Edgar, WI – Planning for End of Life with Purpose and Peace of Mind

March 8, 2024
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 Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation,...
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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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Planning for End of Life with Purpose and Peace of Mind Workshop

Knowlton, WI – Planning for End of Life with Purpose and Peace of Mind Workshop

February 21, 2024
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 Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation,...
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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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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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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.
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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.
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Medicare and Supplement Insurance Made Easy Webinar on demand

Webinar: Medicare and Supplement Insurance Made Easy

Attend this informative webinar to learn details about Medicare insurance that everyone age 63 and older should know.
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Webinar on August 3, 2023 for people seeking careers with Catholic United Financial

Webinar: Become Part of Our Story – Careers at Catholic United Financial

Learn about exciting career opportunities for entrepreneurial people with Catholic United Financial.
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