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.
It’s emotional, it’s personal. This timely workshop is for people of all ages and life situations: singles, parents of young families, those who care for aging/infirm parents, and those facing illness or death. 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?
This session covers estate planning topics designed to jump start the planning process. Attendees will leave with five insightful takeaways to maximize the effectiveness of a plan and what they need to do to get started.
Topics discussed include:
This is a more in-depth look at complex estate planning issues and how to handle them. Our Advanced Case Specialist will attend as can other experts who have expertise advising clients on and implementing sophisticated gift tax planning strategies, modifying trusts, income tax issues related to trusts and structuring charitable gifts.
An interactive workshop providing practical tips for reaching all generations in volunteer service.
For those of us with an empty nest looking to make lifestyle changes, or those with parents considering such changes, we face a unique set of financial and material problems. Topics covered in this workshop include:
Be generous. Learn about tools that can maximize your modest gift to a local parish, school or charity that is most important to you.
Topics covered in this workshop include:
Get young Catholics on better financial footing with this 3-session series meant to teach them the basics of personal financial planning.
Our speakers will explain:
Geared toward folks between ages 50 and 64, this workshop provides an overview of these two types of insurance, what they cover and how they fit into the average financial plan.
Our speakers will explain:
This workshop provides an overview of trends that compel farm owners and businesses to explore estate planning options and preservation tools that will help secure their farm or business for future generations. Learn about issues involved in the development and implementation of a succession plan, and what preservation options are available to help make the best decision for the future of a farm or business.
*Foundations and Donors Interested in Catholic Activities (FDICA) study, ©2014 by Zogby Analytics, 1.