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Financial Education Webinars

Webinars On-Demand

Click on a topic below to watch right now.  

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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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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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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June 28, 2023 Webinar Estate Planning 101

Webinar: Estate Planning 101

Catholic United Financial and Attorney Rachel Schromen invite all to attend this webinar that will inform you on the basics of estate planning and incapacity planning.
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Webinar: Growing Your Financial Confidence Starts With Awareness

Join the conversation as our speaker explains why women need to prioritize personal finance knowledge, and reviews a roadmap on how women can become more financially savvy. This is part one of our webinar series "Women and Their Finances".
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Webinar: Faithful Conversations About the End of Life’s Journey

Attend a compassionate and timely Adult Education workshop about End of Life Planning from a Catholic perspective.
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Webinar - The Big Give: SECURE Act 2.0 and Charitable Gift Planning

Webinar: The Big Give: SECURE Act 2.0 and Charitable Gift Planning

An amazing gifting opportunity has been created by the SECURE Act 2.0 and your local Catholic parish or charity can benefit! Register now to attend this webinar for free.
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Connect to a Member Advisor

Looking for more advice regarding your specific situation? Connect to a local Member Advisor with questions about insurance, retirement, estate planning or more topics. Click here to find your local Advisor by zip code.

Upcoming Live Webinars

Click on an upcoming event below to learn more and save your seat for a live presentation online.

Catholic United Financial does not give tax or financial advice. Consult your tax or legal advisor about your specific situation.