Retirement workshop: Helpful Planning for the Next Phase

Workshop:Retirement: Helpful Planning for the Next Phase

If you are facing the next phase of life, get some help. Attend a workshop where we’ll have a discussion on the big issues like long term health care, running out of money, charitable options, and tax impact. Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan. Learn ways to tackle your pressing issues for real improvement.

Speaker Vicky Giacalone, Sales Representative and Team Lead for Catholic United Financial, will explain solutions to the issues mentioned above and can answer questions about your specific situation.

Speaker Tara Donohue Weiss, Medicare Supplement Specialist, will discuss navigating health insurance and Medicare insurance for retirement.  

Sales Representative Vicky Giacalone
Workshop Host:
Vicky Giacalone, FIC

Location: Holy Rosary Catholic Church, Medford, WI


Time9:30 AM

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