Join us for this free, retreat-style conference created to educate and inspire the faithful in Greater Philadelphia on the importance of prayerful estate planning and planned giving, all through the lens of Catholic values. Whether you're just beginning to think about your legacy or already have plans in place, this conference will provide inspiration and practical guidance rooted in faith, stewardship, and family.

This event is designed to bring families together for meaningful conversations. Attendees will learn how to make thoughtful, values-based decisions that reflect their Catholic beliefs — while also preparing loved ones to carry that legacy forward. It’s a unique opportunity to begin (or continue) discussions that can often be difficult to start, but are deeply important.

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Conference Sessions

Created for Stewardship: Biblical Reflections on Estate Planning

Fr. Thomas Dailey, O.S.F.S.

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Where Faith Meets the Future: Family Conversations in Legacy Planning

Louis N. Teti, Esq.

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Passing on the Gift: Philanthropy from a Catholic Perspective

Scott and Susan Cryder | Ken and Lisa Ewell | Howard Stoeckel

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Answering the Call: Putting Your Catholic Legacy Into Place

Denis Gray, Esq.

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Church Teaching at the End of Life: The Meaning of Your Final Chapter as a Catholic

Dr. Daniel A. Drain

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Who should attend:

• Individuals and couples thinking about their will, estate, or legacy
• Family members who may one day help carry out those plans
• Those interested in how Catholic values shape financial and legal decisions
• Anyone curious about the spiritual and charitable benefits of planned giving
• Advisors who work with Catholic clients in financial and legal matters—we encourage you to invite your clients to attend with you

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What to expect:

• Engaging speakers, including clergy; legal, financial, and philanthropic experts; and families who will share their experiences
• Clear, accessible presentations on wills, trusts, charitable giving, and building a faith-informed legacy
• Opportunities for Q&A and informal conversation
• Morning Mass, Stations of the Cross, and the opportunity to visit beautiful Malvern Retreat House
• Breakfast and lunch will be provided thanks to our generous sponsors

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We hope to see you there!