Attend the workshop tracks that interest you, plus enjoy a free lunch. Hear from expert speakers on topics vital to the thriving of Catholic families of all ages. Join us and invite your family.
• Essential Guide to Financial Confidence For Young Families
Designed for young adults with families, your workshop leader will explain personal finance concepts that encourage mature habits for life.
• Retirement: Helpful Planning for the Next Phase
This workshop informs Catholics about strategies to overcome issues like outliving your income, getting the most out of Medicare, protecting savings from market downturns and more.
• Keys to Financial Well Being for Your Aging Parents
Learn how to help your parents protect what they’ve taken a lifetime to build: asset and income protection, setting up power of attorney and health care directives, how probate affects families, and more.
• Estate Planning Basics
Has your will or estate plan been updated in the last five years? Do you have the right documents in place? This workshop is for people who need to start estate planning, or who need to make updates to an existing plan.
Vicky Giacalone, Sales Representative and Team Lead for Catholic United Financial, will host the event and speak on topics about estate protection.
Tara Donohue Weiss, Medicare Supplement Specialist, will discuss navigating health insurance and Medicare insurance for retirement.
Butch Byers, Regional Sales Director for Catholic United Financial will talk about financial aspects of estate planning, asset protection, final expense funding and more.
Robert Heuermann, Executive Director of Catholic United Financial Foundation, will talk about making charitable giving plans from life to legacy.
Catholic United Financial is a member of the
American Fraternal Alliance
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