The financial education topics presented below are taught by experienced financial professionals. All materials are provided free of charge. Nothing is sold at these workshops. They are provided for educational purposes to encourage Catholics to consider their faith as they consider their finances. Click or tap on a workshop title to learn more.
It’s emotional, it’s personal. Attend a compassionate and timely Adult Education workshop about End of Life Planning from a Catholic Perspective. Typical questions about end of life issues: Must medical treatment always be continued? Are Catholics allowed to have Living Wills? What is Church teaching about “Death with Dignity”? How do I make my Catholic health care directive? We will have a discussion with a priest about common questions and discuss some of the financial topics that come up as the end of life approaches.
What are the issues?
Learn simple ways to transform your charitable giving and the help it can provide your Catholic community. You can learn tools and methods to turn a modest gift into a substantial legacy that will bless the Catholic parish or charity of your choice. Worried about debt or medical bills eating away your estate, leaving nothing left for charitable giving?
Topics covered in this workshop include:
If you are facing the next phase of life, get some help. Attend a workshop where we’ll have a discussion on the big issues like long term health care, running out of money, 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 to tackle your pressing issues for real improvement.
Topics covered in this workshop include:
Are you ready to start “adulting” your finances? Young adults are invited to attend a workshop about topics that are key to healthy finances. Designed for newly married couples and career-oriented single adults, each workshop breaks down truths about every-day financial habits and concepts that are easy to grasp and put into practice. Key topics include keys to a financial foundation, paying down student debt, basic savings and investing, estate planning for families with children, understanding insurance and more.
Topics covered in this workshop include:
Frustrated or confused with Medicare enrollment, or shopping for Medicare Supplement insurance? You are not alone. The complexity and information overload can seem overwhelming. Attend our workshop and listen as our Medicare Supplement Specialist guides you through an easy to follow summary of Medicare and Medicare Supplement Insurance. (Nothing will be sold at this workshop.)
Topics covered in this workshop include:
The family farm or small business isn’t just an American institution worth preserving, it’s your way of life. Learn how to handle a successful transfer of your farm or business to your heirs according to your wishes. Our speaker will explain the tools and documents used for the successful transfer of farm assets to heirs while avoiding excessive taxation and legal problems.
Topics covered in this workshop include:
Leaving a legacy isn’t just for the well-to-do, it’s for everyone, and it’s easier than you think. There’s no hard-sell at this workshop, just practical advice about using proven, time-honored methods like wills, trusts and charitable giving plans. We also offer an Advanced Estate Planning workshop that expands on these topics for people who are further along in their estate planning process, or have more complicated estates.
Topics covered in this workshop include:
Adult children know that their parents might be facing age-related financial challenges. Potential threats to their estate and assets due to future medical or assisted care needs are looming. Do you want to help make secure everything they’ve worked a lifetime for? We can help you take compassionate and forward-thinking action. Learn ways to guide your parents through planning steps to ensure they are prepared for potential financial emergencies brought on by medical or age-related conditions.
Topics covered in this workshop include:
*Foundations and Donors Interested in Catholic Activities (FDICA) study, ©2014 by Zogby Analytics, 1.