Event Recordings
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Welcome to Texas! Is Your Will or Estate Plan Up to Date?For everyone
This webinar covers common estate planning mistakes and the steps you need to take to make sure your will and other estate planning documents are up to date when you move to Texas from another state.
Occurred on October 24, 2024
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FreeWill Workshopfor Parish, Catholic School and Campus Ministry Staff
This workshop covered FreeWill’s online will planning tool and how this free resource can be offered to parishioners, school families, and campus ministry communities to help make a lasting impact on the mission of your parish, Catholic school, and campus ministry.
CLICK HERE TO VIEW THE RECORDING
Occurred on July 11, 2024
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Personal Investment Managementfor everyone
The webinar discussion topic – Personal Investment Management – was presented by Anthony Minopoli, President & Chief Investment Officer of Knights of Columbus Asset Advisors.
Occurred on February 21, 2024
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Asset Protection Planning - What it is & Why You Need it!For everyone
This workshop covers preparations you can take to help protect your assets from creditors and those who prey on the finances of innocent family members.
Occurred on September 21, 2023
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Catholic Perspective on End-of-Life IssuesFOR EVERYONE!Having a conversation about end-of-life issues can be difficult. Understanding what the Catholic church teaches about this important topic can help you talk with your family about these difficult decisions and ensure that your wishes are followed. This webinar is for people at all stages of life.
Presentation outline and additional resources
Occurred on April 18, 2023
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Elder Law and the Truth About MedicaidFor everyone!
In this workshop you will learn about Elder Law and Medicaid. The seminar is presented by Rob Hugos from Texas Trust Law. Texas Trust Law is an estate planning law firm that provides legal guidance and planning in the areas of Estate Planning and Elder Law. Rob is a partner and the Director of Advanced Planning for Texas Trust Law.
Myths and Truths About Medicaid
Occurred on March 22, 2023
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3 Secrets Catholic Families Use to Successfully Manage Their Money Even in Uncertain Timesfor everyone!In this workshop you will learn real life, practical advice drawn from Scripture, Church teaching, the lives of the Saints, and common financial sense.
Occurred on December 7, 2022
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Will & Estate Planning Basicsfor everyone!This workshop will familiarize you with wills and basic estate planning concepts to help you get started or update important life and legacy plans for you and your family.
Occurred on August 2, 2022
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Professional Advisors Network WebinarThis webinar covers how the Diocese helps Catholics with estate planning and our plans for working with a network of Catholic Professional Advisors.
Occurred on July 19, 2022
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