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UID:10000529-1762182000-1762185600@www.catholicunitedfinancial.org
SUMMARY:Chippewa Falls\, WI - Funding Strategies for Long-term Care
DESCRIPTION:To RSVP: Click here to RSVP online or call 1-800-441-9949 \nIt is estimated that 7 out of 10 American adults will need long-term care services later in life that could cost as much as $160\,000 annually. Health insurance and Medicare don’t pay for these costs\, so who does? \nAttend 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\, John Tetzloff\, Director of Sales for Catholic United Financial\, will share how to avoid an asset-depleting “spend down\,” and explain four options of funding a long-term care plan. \nNothing will be sold at this workshop. For educational purposes only. Workshop is about one hour in length\, depending on audience participation.
URL:https://www.catholicunitedfinancial.org/event/chippewa-falls-wi-funding-strategies-for-long-term-care/
LOCATION:St. Charles Borromeo\, Chippewa Falls\, 810 Pearl St\, Chippewa Falls\, WI\, 54729\, United States
CATEGORIES:Workshop
ATTACH;FMTTYPE=image/jpeg:https://www.catholicunitedfinancial.org/wp-content/uploads/2024/08/web-thumb-Long-termCareFlyer.jpg
ORGANIZER;CN="Vicky Giacalone%2C FICF":MAILTO:vgiacalone@catholicunited.org
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DTSTART;TZID=America/Chicago:20250929T143000
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DTSTAMP:20260813T081245
CREATED:20250826T145626Z
LAST-MODIFIED:20250929T201836Z
UID:10000511-1759156200-1759159800@www.catholicunitedfinancial.org
SUMMARY:Chippewa Falls\, WI - Estate Planning Basics Workshop
DESCRIPTION:To RSVP: Click or tap here to RSVP or call 1-800-441-9949. \nThis workshop is two things: 1) a great starting point for people who need an estate plan and 2) a good reminder to people who have a plan and want to make sure it’s up-to-date. Topics to be discussed include: \n\nUnderstanding how probate will affect your family and estate\nManaging tax exposure and protecting assets\nMaking the best decisions regarding wills and trusts\nPlanning and funding for final expenses\nSetting up documentation like power of attorney and health care directives\nPreparing you for a visit to an attorney (potentially saving you money)\n\nJohn Tetzloff\, Director of Sales for Catholic United Financial\, will address these estate planning topics and take questions about your situation during our Q&A session. \nTo RSVP: Click or tap here to RSVP or call 1-800-441-9949. \nNothing will be sold at this workshop. For educational purposes only. Workshop is about one hour in length\, depending on audience participation.
URL:https://www.catholicunitedfinancial.org/event/chippewa-falls-wi-estate-planning-basics-workshop/
LOCATION:St. Charles Borromeo\, Chippewa Falls\, 810 Pearl St\, Chippewa Falls\, WI\, 54729\, United States
CATEGORIES:Workshop
ATTACH;FMTTYPE=image/jpeg:https://www.catholicunitedfinancial.org/wp-content/uploads/2024/02/EstatePlanningBasicsWorkshop-thumbnailWEB.jpg
ORGANIZER;CN="Vicky Giacalone%2C FICF":MAILTO:vgiacalone@catholicunited.org
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