Legacy Planning Webinar Series

Presented by The Catholic Foundation of Central Florida

This three-part educational series offers presentations by law, financial and philanthropic professionals focusing on the essential elements of Estate, Financial and Catholic Legacy Planning for individuals and families of any age. The webinars will be offered at 7pm via Zoom.

Session 1

Thursday, November 19

“Wills & Estate Planning in Uncertain Times: Do you know the 3 documents every Catholic American needs to have?”

Legacy Tip: Transitioning values to your children and grandchildren

Session 2

Thursday, December 3

“5 Must-do Financial Planning Strategies (and 5 Mistakes to Avoid)”

Legacy Tip:
Protect and Strengthen your Family

Session 3

Thursday, December 10

“Taxes and Estates: Planning Today for a Better Tomorrow

Legacy Tip:
Creating a Family Mission Statement

Participants will receive a FREE:

  • One-Hour Consultation (Estate Attorney, Financial Planner and/or Philanthropic Advisor – virtual or in person)
  • 28-Page Wills and Estate Planning Guide
  • Faithful Steward Estate Planning Organizer
  • Catholic Advance Medical Directive
  • Guide to Understanding the Catholic Advance Medical Directive
  • Family Mission Statement Template
  • Legacy Journal
  • Guide to Creating a Legacy Video

(Documents will be provided electronically with hard copies available upon request.)

Webinars will be held via Zoom and login information will be provided to those who RSVP. For more information contact Rosie Camous at rcamous@cfocf.org or (407) 246-7192.