Catholic United Financial and Schromen Law invite all to attend this webinar that will inform you on the basics of estate planning and incapacity planning. Attorney Rachel Schromen will present on the basic elements of estate planning, and will share the vital points of having the correct documents in place to ensure control and care should you or a loved one become medically incapacitated.
The presentation will be followed by a Q&A session with Ms. Schromen and Advanced Case Specialist David Schronhardt of Catholic United Financial.
Catholic United Financial is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.
David is an Advanced Case Specialist with Catholic United Financial, is a credentialed Fraternal Insurance Counselor Fellow (FICF), serves southwest Minnesota, South Dakota and Iowa, and has an MBA in Finance.
Catholic United Financial is a member-owned not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.