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Webinar Banner - Catholic United Financial

Keys to Financial Well-being for Your Aging Parents

Webinar Summary

Adult children know that their parents will face age-related financial challenges. This webinar educates on how to take compassionate and forward-thinking action on issues facing elderly parents. Watch by yourself or with parents to become educated on how to secure the legacy that they’ve worked on for a lifetime. Guest

Speaker John Tetzloff discusses estate planning, long-term care expenses, asset protection, wealth transfer methods, and more. This webinar is sponsored by Catholic United Financial.

The information in this presentation is based on our understanding of the laws and regulations currently in effect. Catholic United Financial is not permitted to provide legal or tax advice.
Consult your personal legal or tax advisor with questions about your specific situation.