Our Member Advisors and Advanced Case Specialists can help you organize a quality estate plan that honors your wishes, protects your assets, and aligns with your Catholic faith. Tap into the power of Catholic United Financial’s free service today.
If your financial situation is complex, Catholic United Members can call on an expert
Catholic United Financial has Advanced Case Specialists on staff to assist our members with complex financial situations, estates and asset protection needs.
We host in-person workshops on topics important to estate planning: long-term care funding options, final expense planning, retirement saving, charitable giving and more.
Click here to see a calendar of upcoming events.
Our most popular in-person workshop is online! Watch this webinar by clicking here.
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and: