When it comes to giving and finances, there are plenty of questions no matter what stage of life or money challenges we face. We help bridge the gap between finances and faith with informative answers that respect Catholic teaching.
Our seminars work through some complex issues in an easy-to-follow format, including expert speakers and testimonials from people like you who have taken steps to get their finances and planning under control.
John Tetzloff, CLU, LUTCF, FICF, is Catholic United Financial’s Advanced Case Specialist and Trainer. He regularly meets with Catholic United members and their Sales Representatives to create estate plans both large and small to preserve farms, establish trusts and maximize assets.
Using his 25 years of experience in the financial products field, John leads 50 Catholic United seminars a year at parishes in the Upper Midwest. He also hosted Catholic United’s radio talk show “Creating Wealth Beyond Money” which tackled estate planning and long-term wealth creation. (John is not an attorney or tax advisor. He recommends his clients consult their personal legal or tax advisor before making any decisions with legal or tax implications.)
John shares his insights on estate planning, charitable giving and final expenses in a quarterly newsletter.
There are no selling or “buy now” sales pitches at these workshops. They are strictly informational to help the average person make better financial decisions and plans for the financial future. Click on a workshop to view more details.
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and: