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South Dakota

Webinar-Women and Estate Planning: Understand and Secure Your Legacy

April 18, 2024
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. From wills and trusts to powers of attorney and healthcare directives, we’ll cover essential documents and strategies to ensure your wishes are carried out effectively. Whether you’re...
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Create a Giving Plan from Life to Legacy Workshop

Huron, SD – Creating a Giving Plan from Life to Legacy Workshop

March 19, 2024
Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Learn about the many options you have for charitable giving, including options...
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Create a Giving Plan from Life to Legacy Workshop

Mitchell, SD – Creating a Giving Plan from Life to Legacy Workshop

March 19, 2024
Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Learn about the many options you have for charitable giving, including options...
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Understanding Your Social security Benefits Webinar

Webinar-Understanding Your Social Security Benefits

March 3, 2024
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
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Keys to Financial Well-Being for Your Aging Parents

Webinar: Keys to Financial Well-being for Your Aging Parents

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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Retirement: Helpful Planning for the Next Phase - Financial education for everyone

Webinar – Retirement: Helpful Planning for the Next Phase

January 23, 2024
If you are facing the next phase of life, get some help. During this webinar we will discuss the big issues like outliving your retirement income, long-term care funding, 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...
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Retirement: Helpful Planning for the Next Phase - Financial education for everyone

Webinar – Retirement: Helpful Planning for the Next Phase

January 23, 2024
If you are facing the next phase of life, get some help. During this webinar we will discuss the big issues like outliving your retirement income, long-term care funding, 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...
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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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Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial

Webinar: Funding Strategies for Long-term Care

Attend our educational workshop to learn how a long-term care funding plan can help protect the estate you've worked a lifetime to build.
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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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