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Webinars

2024 Year-End Tax Planning Tips

IRA’s and CGA’s – August 2024

Will or Trusts  |  What is the Difference and Which One Do You Need – August 2023

Secure Act 2.0 Webinar with Deacon Dan Cook – February 23, 2023

Giving Smart at Year End

Deacon John Volk, MD Advises on Catholic Medical Decisions

Women, Wisdom and Wills 2022: 2 Women, 2 Wills, 1 Foundation

Tithing Beyond Your Lifetime

Investing in the 3 P’s of the Church: Priests, Parishioners, Parishes

End of Year Giving Strategies – October 2021

Women, Wisdom and Wills – June 2021