Tag

Wisconsin
Create a Giving Plan from Life to Legacy Workshop

Edgar, WI – Creating a Giving Plan from Life to Legacy Workshop

August 11, 2024
Learn about tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice.
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Funding Strategies for Long-term Care Workshop

Wabeno, WI – Funding Strategies for Long-term Care

August 11, 2024
To RSVP: Click here to RSVP online or call 1-800-441-9949 It is estimated that 7 out of 10 American adults will need long-term care services later in life that could cost as much as $20,000 to $160,000 annually.* Attend this educational workshop to learn how a long-term care funding plan can help protect the estate...
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Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial

Webinar: Funding Strategies for Long-term Care

Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build. Our speaker will share how to avoid an asset-depleting “spend down,” and explain four options of funding a long-term care plan.
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Stress-Free Downsizing Workshop

Webinar: Stress-Free Downsizing

Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.
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Women and Estate Planning Webinar-May 2024

Webinar: Women and Estate Planning

Join Catholic United Financial and Attorney Rachel Schromen for a webinar that will guide women through the fundamental principles of estate planning, offering actionable insights and practical advice.
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Create a Giving Plan from Life to Legacy Workshop

Webinar: Creating a Giving Plan from Life to Legacy

Attend this informative webinar to learn simple ways to transform your charitable giving and the help it can provide your Catholic community.
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Webinar: Understanding Family Security and Life Insurance

This webinar will help you understand life insurance, how it specifically relates to the financial lives of women, and what life insurance can accomplish -- beyond paying for a funeral.
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Medicare and Supplement Insurance Made Easy Webinar on demand

Webinar: Medicare and Supplement Insurance Made Easy

Attend this informative webinar to learn details about Medicare insurance that everyone age 63 and older should know.
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Webinar on August 3, 2023 for people seeking careers with Catholic United Financial

Webinar: Become Part of Our Story – Careers at Catholic United Financial

Learn about exciting career opportunities for entrepreneurial people with Catholic United Financial.
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June 28, 2023 Webinar Estate Planning 101

Webinar: Estate Planning 101

Catholic United Financial and Attorney Rachel Schromen invite all to attend this webinar that will inform you on the basics of estate planning and incapacity planning.
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