To RSVP: Click here to RSVP for the workshop or call 1-800-441-9949. Attend this educational workshop to learn simple ways to transform your charitable giving. Learn how to structure a plan so your charitable intentions are protected and fulfilled to their greatest impact. A speaker from Catholic United Financial will share tools and methods that […]
Join us for an easy-to-follow summary of Medicare and Medicare Supplement Insurance covering: enrollment periods, avoid penalties, and pick a plan that provides for your needs.
The end of the year is fast approaching, and with it comes the deadline to take advantage of current tax benefits. To ensure that your gift counts for 2024, it must be funded by December 31, 2024. With political changes looming and the uncertainty of future tax legislation, now is the time to act. Don’t wait—your wealth is yours to direct, and when you’re gone, it’s up to you to decide where it goes.
Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning — spiritual, medical and financial.
To RSVP: Click here to RSVP online or call 1-800-441-9949. Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning — spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical […]
Learn about tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice.
Learn about tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice.
Learn about tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice.
Delegates ratified Catholic United Financial’s merger with Trusted Fraternal Life, a Milwaukee-based fraternal life insurance organization formerly known as Catholic Financial Life. If approved by Minnesota and Wisconsin regulators, the merger will take effect on Jan. 1, 2025.
To RSVP, fill out the form below. In 2023, the FBI’s Internet Crime Complaint Center received over 880,000 complaints with potential losses exceeding $12.5 billion. In the same year, total losses reported by those over the age of 60 topped $3.4 billion, an 11 percent increase from 2022. Taking appropriate measures can help protect you […]