Financial Workshop

Join us on Saturday, April 25 in Assembly Hall for a workshop that will cover a range of topics relevant for all ages, including retirement planning, Catholic stewardship, estate planning & social security. 

Registration for our Money & Happiness workshop includes continental breakfast, refreshments and lunch. The cost to attend is $10 per person. Click on the button below to register! If you have any questions, please contact Carrie Bower at [email protected]

8:30 - 9:00am - continental breakfast

9:00 - 9:15 - welcome and introductions

9:15 - 9:45 - SESSION ONE "How Well You Retire is Your Decision" by Daniel Rendler, CFP, AIF, Silver Leaf Investment Advisors

9:45 - 10:15 - SESSION TWO "God Loves a Cheerful Giver: Stewardship & Generosity" by Jill McNally, Director of the Office of Stewardship & Development, Diocese of Madison

10:15-10:45 - SESSION THREE: "The ABCs of Estate Planning" by Emily Selner, Attorney at Axley LLP

10:45 - 11:30 - SESSION FOUR: "Timing is Everything: Social Security Income Strategies" by Jason Mascitti, FIC, Financial Advisor at Thrivent

11:30 - 12:00 - lunch

12:00 - 1pm - SESSION FIVE: screening of "6 Financial Rules for Greater Happiness" with Dave Ramsey and Arthur Brooks