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Sauk Centre, MN – Estate Planning Basics Workshop

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Sauk Centre, MN – Estate Planning Basics Workshop

February 4, 2025 @ 9:00 am - 10:00 am

Estate Planning Basics Workshop

To RSVP: Click or tap here to RSVP or call 1-800-441-9949.

This workshop is two things: 1) a great starting point for people who need an estate plan and 2) a good reminder to people who have a plan and want to make sure it’s up-to-date. Topics to be discussed include:

  • Understanding how probate will affect your family and estate
  • Managing tax exposure and protecting assets
  • Making the best decisions regarding wills and trusts
  • Planning and funding for final expenses
  • Setting up documentation like power of attorney and health care directives
  • Preparing you for a visit to an attorney (potentially saving you money)

Greg Gall, Regional Director for Catholic United Financial, will address these estate planning topics and take questions about your situation during our Q&A session.

To RSVP: Click or tap here to RSVP or call 1-800-441-9949.

Nothing will be sold at this workshop. For educational purposes only. Workshop is about one hour in length, depending on audience participation.

Details

Date:
February 4, 2025
Time:
9:00 am - 10:00 am
Event Category:
Event Tags:
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Venue

St. Paul Catholic Church, Sauk Centre
304 Sinclair Lewis Ave
Sauk Centre, MN 56378 United States
+ Google Map
View Venue Website

Organizer

Scott Jones, FIC
Phone
1-800-441-9949
Email
sjones@catholicunited.org
View Organizer Website