Catholic United Financial
On-demand
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Thursday, October 24, 2024 · 10:30 AM CDTIn 2023, the FBI’s Internet Crime Complaint Center received over 880,000 complaints with potential losses exceeding $12.5 billion. In the same year, total losses reported by those over the age of 60 topped $3.4 billion, an 11 percent increase from...
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Tuesday, September 24, 2024 · 2:00 PM CDTAttend this webinar to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.
You will receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and... -
Thursday, August 29, 2024 · 2:00 PM CDTAttend this informative workshop to learn details about Medicare insurance that everyone age 64 and older should know.
Guest Speaker Tara Donohue Weiss will explain who is eligible to enroll in Medicare coverage, the different plans and options, ... -
Tuesday, July 30, 2024 · 10:00 AM CDTIt's estimated that 7 out of 10 American adults will need long-term care services later in life that could cost as much as $20,000 to $160,000 annually
Attend this educational workshop to learn how a long-term care funding plan can help protect t... -
Wednesday, June 12, 2024 · 10:00 AM CDTFor a lot of us, the need to downsize is not a fad or a life choice, it’s a necessity. As the circumstances of our living situations change with age, it just makes sense to downsize, get free from clutter and align our finances to a better "new no...
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Tuesday, May 7, 2024 · 6:00 PM CDTJoin Catholic United Financial and Attorney Rachel Schromen for a webinar that will guide women through the fundamental principles of estate planning, offering actionable insights and practical advice. From wills and trusts to powers of attorney a...
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Thursday, April 18, 2024 · 10:00 AM CDTCatholic United Financial is partnering with the Social Security Administration to offer our members this informational webinar on social security benefits.
One of the most important decisions you need to make before you retire is when to claim ... -
Tuesday, February 20, 2024 · 6:00 PM CSTIf you are facing the next phase of life, get some help. During this webinar we will discuss the big issues like outliving your retirement income, long-term care funding, charitable options, and tax impact. Make smarter, informed decisions about r...
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Tuesday, February 20, 2024 · 10:00 AM CSTIf you are facing the next phase of life, get some help. During this webinar we will discuss the big issues like outliving your retirement income, long-term care funding, charitable options, and tax impact. Make smarter, informed decisions about r...
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Tuesday, January 23, 2024 · 6:30 PM CSTAdult children know that their parents will face age-related financial challenges. This webinar educates on how to take compassionate and forward-thinking action on issues facing elderly parents. Watch by yourself or with parents to become educate...
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Thursday, December 7, 2023 · 6:00 PM CSTLearn 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 choic...
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Thursday, December 7, 2023 · 10:00 AM CSTLearn 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 choic...
Past
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Thursday, November 7, 2024 · 2:00 PM CSTTheologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this webinar, John Tetzloff, Director of Sales for Catholic United Financial will discuss ways your charitable giving can have a greater im...