fbpx

No Workshops Scheduled In Your Area? We can bring one to you!

When it comes to giving and finances, there are plenty of questions no matter what stage of life or money challenges we face. We help bridge the gap between finances and faith with informative answers that respect Catholic teaching.

Available Workshop Topics

End of Life Issues from a Catholic Perspective
Basic Estate Planning
Advanced Estate Planning

It’s emotional, it’s personal. This timely workshop is for people of all ages and life situations: singles, parents of young families, those who care for aging/infirm parents, and those facing illness or death. We will have a discussion with a priest about common questions and discuss some of the financial topics that come up as the end of life approaches.

This session covers estate planning topics designed to jump start the planning process. Attendees will leave with five insightful takeaways to maximize the effectiveness of a plan and what they need to do to get started.

This is a more in-depth look at complex estate planning issues and how to handle them. Our Advanced Case Specialist will attend as can other experts who have expertise advising clients on and implementing sophisticated gift tax planning strategies, modifying trusts, income tax issues related to trusts and structuring charitable gifts.

Stress-Free Downsizing
Maximize Charitable Giving to Your Organization
Faith and Finances for Young Adults

For those of us with an empty nest looking to make lifestyle changes, or those with parents considering such changes, we face a unique set of financial and material problems.

Be generous. Learn about financial tips and tools that can maximize your modest gift to a local parish, school or charity that is most important to you.

Get young Catholics on better financial footing with this 3-session series meant to teach them the basics of personal financial planning.

Options for Medicare and Supplement Health Insurance Plans
Farm and Business Preservation
Recruiting, Engaging and Retaining Volunteers

In less than one hour, learn your best options for Medicare and Supplement Health Insurance Plans at this free workshop.

This workshop provides an overview of trends that compel farm owners and businesses to explore estate planning options and preservation tools that will help secure their farm or business for future generations. Learn about issues involved in the development and implementation of a succession plan, and what preservation options are available to help make the best decision for the future of a farm or business.

An interactive workshop providing practical tips for reaching all generations in volunteer service.