Past Events

2022

Legacy Planning Seminar Series: Nov 2, 9, and 16
Legacy Planning Seminar Series: June 5, 12, and 26
Planned Giving Advisory Council Meeting: May 12
Legacy Planning Seminar Series: May 12, 19 and 26
Legacy Planning Seminar Series: March 10, 17 and 24

2021

Legacy Planning Seminar Series: December 13
Legacy Planning Seminar Series: December 6
Legacy Planning Webinar Series: April 29 through May 13 (3 sessions)
Planned Giving Advisory Council Meeting (May 4)
Market Outlook Webinar: March 5
Legacy Planning Webinar Series: January 19 through February 2 (3 sessions)

2020

St. Catherine of Siena (English & Spanish) – February 12
PGAC event – February 20
School Stewardship Series – February 21 & April 3

2019

Evening of Gratitude
St. Matthews Winter Haven Legacy Planning Seminar (Winter Haven)
Investor Forum: St. Teresa of Avila Catholic Church (Titusville)
CFOCF Planned Giving Advisory Council: St. Margaret Mary Catholic Church (Winter Park)
Investor Conference Series: Corpus Christi Catholic Church
Wills, Estate Planning, Catholic End-of-Life Medical Care, Catholic Funerals and Funeral Planning: St. Theresa Catholic Church
Preparing Your Catholic Legacy: Medical Care, Catholic Funerals and Funeral Planning. St. Vincent de Paul Catholic Church
Preparing Your Catholic Legacy: Our Lady of the Lakes Catholic Church
Preparing Your Catholic Legacy: Wills & Estates: St. Patrick Parish Center