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Financial Well-Being for Your Aging Parents

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Webinar Summary

Adult children know that their parents might be facing age-related financial challenges. This workshop educates on how to take compassionate and forward-thinking action on issues facing elderly parents.

Watch by yourself or with family members to become educated on how to secure the legacy that your parents have worked on for a lifetime. We will discuss estate planning, long-term care expenses, asset protection and transfer, and more.

John Tetzloff, Director of Sales of Catholic United Financial, will speak about topics mentioned above and more.

The information in this presentation is based on our understanding of the laws and regulations currently in effect. Catholic United Financial is not permitted to provide legal or tax advice.
Consult your personal legal or tax advisor with questions about your specific situation.