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Of Catholics who increased their charitable giving, 43% said the increase was because their financial situation had improved.* 

Our workshops can answer your questions, improve your financial outlook, and increase your ability to give.

Workshop Topics

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 below to learn more.

On-Demand Webinar Channel

You can find many of our workshop topics available to watch on-demand through our webinar channel. Click here to view the channel.

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?

  • Must medical treatment always be continued?
  • What is Church teaching about cremation and living wills?
  • How do I make my Catholic health care directive?
  • What is Church teaching about “Death with Dignity”?
  • Why is pre-planning my Catholic funeral important?

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:

  • charitable giving as part of an estate plan
  • proper use of wills and bequests
  • assigning charities as beneficiaries
  • legacy planning through a donor-advised fund
  • maximizing a modest gift using charitable life insurance, gift annuities, charitable trusts

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:

  • Review the big Issues like long term health care, running out of money, charitable options, and tax impact
  • How do I want my faith to interact with my retirement plan
  • Learn ways to tackle your pressing issues for real improvement
  • Make smarter, informed decisions about retirement planning

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:

  • Point out common mistakes to avoid
  • Compare differences between Advantage and Medigap plans
  • Give you easy ways to save on premiums
  • Provide direction on how to navigate Part D drug coverage
  • Show you how to get the best value

Did you know that 7 out of 10 American adults will need long-term care services later in life that could cost between $20,000 to $160,000 annually? 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. Our workshop speaker will also share how to avoid an asset-depleting “spend down,” and explain four options to fund a long-term care plan.

Topics covered in this workshop include:

  • Learning what services qualify as long-term care
  • Reviewing current long-term care costs
  • Protecting your estate, family and quality of life
  • Avoiding asset depletion
  • Four methods of funding a long-term care plan

Adult children know that their parents might be facing age-related financial challenges. This workshop 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. We will discuss estate planning, long-term care expenses, asset protection, wealth transfer, and more.

Topics covered in this workshop include:

  • Estate planning for estates of all sizes
  • Funding long-term care expenses
  • Asset categorization and protection
  • Methods of wealth transfer
  • Tax-advantaged charitable giving

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:

  • Managing estate tax exposure and protecting assets
  • Making the best decisions regarding wills and trusts
  • Understanding how probate will affect your family and estate
  • Planning for and funding final expenses
  • Setting up documentation like power of attorney and health care directives
  • Easy steps to start the planning process, and when to call for help

*Foundations and Donors Interested in Catholic Activities (FDICA) study, ©2014 by Zogby Analytics, 1.