Mark your calendars! Catholic Charities Kansas City – Saint Joseph is offering a Wine and Wisdom Financial Series. Learn strategies to help you build wealth, leave a legacy for your family, and leave a legacy for charity. Through out three sessions you will learn tax reducing strategies for pre and post retirees, financial planning & life insurance, and wills & trusts. Each session will start with a social and transition into the presentation. Pick and choose which sessions you would like to attend or attend all three. Follow the links below each session to RSVP!
For any questions about the session please contact – lstellhorn@ccharities.com
Tax Reducing Strategies for Pre & Post Retirees
When: Tuesday, September 19, 2023
5:00 pm social start
5:30 pm – 7:30 pm presentation
Where: St. Charles Borromeo
900 NE Shady Lane Drive, Kansas City, MO 64118
Please RSVP by following the link – https://forms.gle/djdrmicZ8d9oaeMo9
Financial Planning & Life Insurance
When: Wednesday, October 4, 2023
5:00 pm social start
5:30 – 7:30 pm presentation
Where: One Park Place
700 W 31st Street, Kansas City, MO 64108
Please RSVP by following the link – https://forms.gle/UZcsYkabJcu7D6FG9
Wills & Trusts – Do I Need One?
When: Wednesday, November 1, 2023
5:00 pm social start
5:30 – 7:30 pm
Location: TO BE ANNOUNCED
Please RSVP by following the link – https://forms.gle/xKUZwoqdyuJdj1KQA