Retirement: Helping You Better Understand Decisions for the Next Phase

ABOUT THIS WEBINAR

Join the conversation on Feb. 16th at 6:30 p.m. Our experts will address these topics:

AGENDA

Why is income protection important? Why should you keep this in mind even well before retirement?
Health decision milestones in later life and how to avoid being “penny smart and pound foolish.”
Demystifying estate planning -- an essential step in retirement planning.
Receive worksheets and examples of how to make sure your income covers essential expenses through your retired life. Put what you learned into practice.

ADDITIONAL INFO

When: Tuesday, February 16, 2021 · 6:30 p.m. Central Time (US & Canada)
Duration: 1 hour 30 minutes
Price: Free
Language: English
Who can attend? Everyone
Dial-in available? (listen only): Not available.

FEATURED PRESENTERS

Tara Donohue Weiss

Medicare Supplement Specialist

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John Tetzloff, CLU, FICF, LUTCF

Advanced Case Specialist and Trainer

John is Advanced Case Specialist for Catholic United Financial and speaks 50 times a year around the Upper Midwest on financial topics like estate planning, retirement, asset protection, wills and trusts and more. John has more than 25 years of...

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Webinar hosting presenter Vicky Giacalone

Vicky Giacalone, FIC

Sales Representative

Vicky is a credentialed Fraternal Insurance Counselor (FIC) and serves greater Wisconsin.

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Catholic United Financial

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HOSTED BY

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.

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