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David Schonhardt, FICF

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 […]

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, […]

Worthington, MN – Estate Planning Basics Workshop

St. Mary, Worthington 1215 7th Ave, Worthington, MN, United States

This workshop is a great starting point for people who need an estate plan and a good review for people to make sure their plan is up-to-date.

Marshall, MN – Medicare and Supplement Insurance Made Easy

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

To RSVP: Click here to RSVP for the 6 p.m. workshop or call 1-800-441-9949. Frustrated or confused with Medicare enrollment, or shopping for Supplement insurance? You are not alone. The complexity and information overload can seem overwhelming. Attend this event and listen as a Medicare Supplement Specialist guides you through an easy-to-follow summary of Medicare and […]

Springfield, MN – Medicare and Supplement Insurance Made Easy

St. Raphael, Springfield 20 West Van Dusen, Springfield, MN, United States

To RSVP: Click here to RSVP for the workshop or call 1-800-441-9949. Frustrated or confused with Medicare enrollment, or shopping for Supplement insurance? You are not alone. The complexity and information overload can seem overwhelming. Attend this event and listen as a Specialist guides you through an easy-to-follow summary of Medicare and Medicare Supplement Insurance. Learn […]