May 21, 2026

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.

Who should attend:

  • Advisors who work with Catholic clients in financial and legal matters—we encourage you to invite your clients to attend with you
  • 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
May 21, 2026
8:00 am

Malvern Retreat House

315 S. Warren Avenue

Malvern, PA 19355

Bringing generations together in meaningful conversations about the Catholic faith, family, and the future.

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