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