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Wisconsin
Create a Giving Plan from Life to Legacy Workshop

Marinette, WI – Creating a Giving Plan from Life to Legacy

December 12, 2023
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. Speaker Robert Heuerman, Executive Director of Catholic United Financial Foundation will share...
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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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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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Webinar: Growing Your Financial Confidence Starts With Awareness

Join the conversation as our speaker explains why women need to prioritize personal finance knowledge, and reviews a roadmap on how women can become more financially savvy. This is part one of our webinar series "Women and Their Finances".
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Webinar - The Big Give: SECURE Act 2.0 and Charitable Gift Planning

Webinar: The Big Give: SECURE Act 2.0 and Charitable Gift Planning

An amazing gifting opportunity has been created by the SECURE Act 2.0 and your local Catholic parish or charity can benefit! Register now to attend this webinar for free.
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