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Rochester, MN – Planning for End of Life Workshop

Gilman, MN – Estate Planning Basics Workshop

Sts Peter and Paul Catholic Church, Gilman 10495 Golden Spike Rd NE, Gilman, MN, United States

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 […]

Gibbon, MN – Creating a Giving Plan from Life to Legacy Workshop

St. Willibrod's Catholic Church, Gibbon 1032 Ash Ave, Gibbon, MN, United States

Theologian Thomas Aquinas called charity “the most excellent of the virtues” that can “unite us to God”. At this workshop, we will discuss tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice. Learn about the many options you have for charitable giving, including options […]

Edgar, WI – Planning for End of Life with Purpose and Peace of Mind

St. John the Baptist, Edgar 103 N 4th Ave, Edgar, WI, United States

Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]

St. Cloud, MN – Estate Planning Basics Workshop

Catholic United Financial Center, St. Cloud 120 10th Ave N, St. Cloud, Minnesota

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 […]

Parkers Prairie, MN – Estate Planning Basics Workshop

St. Williams, Parkers Prairie 209 W Soo St., Parkers Prairie, MN, United States

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 […]

Tracy, MN – Personal Finance 101 for Women Workshop

St. Mary, Tracy MN 249 6th St, tracy, MN, United States

Catholic United Financial encourages women to make learning about personal finance a priority in their lives, starting with this workshop. Women are, or will be, primary decision makers in their homes when it comes to finances. Women think differently about money — how to spend, when to save, what to donate. Since women live longer, […]

Marshall, MN – Personal Finance 101 for Women Workshop

Holy Redeemer, Marshall, MN 503 West Lyon, Marshall, MN, United States

Catholic United Financial encourages women to make learning about personal finance a priority in their lives, starting with this workshop. Women are, or will be, primary decision makers in their homes when it comes to finances. Women think differently about money — how to spend, when to save, what to donate. Since women live longer, […]

Brandon, MN – Planning for End of Life with Purpose and Peace of Mind Workshop

St. Ann's, Brandon 402 Nelson Ave. North, Brandon, MN, United States

Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]

Webinar-Women and Estate Planning: Understand and Secure Your Legacy

Join Catholic United Financial and Attorney Rachel Schromen for a webinar that will guide women through the fundamental principles of estate planning, offering actionable insights and practical advice. From wills and trusts to powers of attorney and healthcare directives, we'll cover essential documents and strategies to ensure your wishes are carried out effectively. Whether you're […]

St. Cloud, MN-Planning for End of Life with Purpose and Peace of Mind

Cathedral of St. Mary 25 8th Ave S, Saint Cloud, MN, United States

Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]

Mahtomedi, MN – Planning for End of Life with Purpose and Peace of Mind Workshop

St. Jude of the Lake, Mahtomedi 700 Mahtomedi Ave, Mahtomedi, MN, United States

Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]

Parkers Prairie, MN – Planning for End of Life with Purpose Workshop

St. Williams, Parkers Prairie 209 W Soo St., Parkers Prairie, MN, United States

To RSVP: Click here to RSVP online or call 1-800-441-9949. Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. A member of the clergy will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life […]

Arden Hills, MN – Stress-Free Downsizing Workshop

Catholic United Financial, Arden Hills 3499 Lexington Ave N, Saint Paul, MN, United States

For a lot of us, the need to downsize is not a fad or a life choice, it’s a necessity. As the circumstances of our living situations change with age, it just makes sense to downsize, get free from clutter and align our finances to a better "new normal". Attend this workshop to hear from […]

Princeton, MN – Planning for End of Life Workshop

Christ Our Light, Princeton 804 7th Avenue S, Princeton, MN, United States

Attend this workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.