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. Attend by yourself or with family members to become educated on how to secure the legacy that your parents have worked on for a lifetime. We will discuss estate planning, long-term care expenses, asset protection and transfer, and more.
Catholic United Financial is a member-owned not-for-profit financial services organization, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.