Office of Development and Stewardship

Estate Planning Seminars Available FREE

Is your parish, Catholic School or Catholic Agency remembered in wills, trusts or other estate planning vehicles on a regular basis?

If you answered no… Can your parish, Catholic School or Catholic Agency invited Catholics to remember you in their estate plan?  YES…Through a Charitable Estate Planning Seminar!!!!

The Diocesan Office of Development & Stewardship can conduct a Charitable Estate Planning Seminar for you…

Presenters for this seminar include:Mr. Michael Andersen, CPA, Atty. Leo Puhalla, Mr. Jeff Rossi, JDL, CLU, and Mr. Pat Palombo, CFRE

The topics that are covered include:

  • The importance of an effective Estate Plan
  • Avoiding taxes and settlement costs
  • Pitfalls of Joint Tenancy
  • Unlocking the mysteries of Trusts
  • The popularity of Charitable Give Annuities – Advantages of Charitable Giving
  • Creative uses of Life Insurance and much more.

This seminar includes a 90 minute powerpoint presentation is similar to those offered in your area by Commercial Financial Planners with one excpetion….

There is no sales pitch and nothing is “sold.”  It is an information only session, held at your location.  The best part…It is all FREE!

If you are interested in hosting a seminar at your parish, school or agency, call Pat Palombo at 330-744-8451.



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