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Catholic 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 ...
One of the most important decisions you need to make before you retire is when to claim ...
On-demand
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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...
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Thursday, November 30, 2023 · 10:00 AM CSTDid you know that 7 out of 10 American adults will need long-term care services that could cost as much as $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'v... -
Tuesday, October 24, 2023 · 7:00 PM CDTWomen know that life can change in an instant, for better or for worse. The security of our families is one of our most pressing concerns. Some of us know about life insurance, and maybe we even have life policies already. But, do we truly underst...
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Tuesday, September 19, 2023 · 10:00 AM CDTAttend this informative webinar to learn details about Medicare insurance that everyone age 64 and older should know.
Medicare Supplement Specialist Tara Donohue Weiss will explain who is eligible to enroll in Medicare coverage, the different pla... -
Tuesday, August 15, 2023 · 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 ... -
Thursday, August 3, 2023 · 7:00 PM CDTLearn about exciting career opportunities for entrepreneurial people at this live webinar. Hear from current member advisors, managers and the president/CEO of Catholic United Financial about the culture, expectations and benefits of working for a...
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Wednesday, June 28, 2023 · 10:00 AM CDTCatholic 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 sh...
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Wednesday, May 24, 2023 · 7:00 PM CDTCatholic United Financial encourages women to make learning about personal finance a priority in their lives. Women are, or will be, primary decision makers in their homes when it comes to finances. Women think differently about money -- how to sp...
