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2025
Retirement: Helpful Planning for the Next Phase - Financial education for everyone

Merrill, WI – Retirement: Helpful Planning for the Next Phase Workshop

January 20, 2025
Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan.
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Planning for End of Life with Purpose and Peace of Mind Workshop

Rochester, MN – Planning for End of Life Workshop

December 19, 2024
Join us for an informative workshop focused on end-of-life planning, covering spiritual, medical, and financial aspects.
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Create a Giving Plan from Life to Legacy Workshop

Sioux City, IA – Creating a Giving Plan from Life to Legacy Workshop

December 17, 2024
Attend this educational workshop to learn simple ways to transform your charitable giving so your charitable intentions are protected and fulfilled to their greatest impact.
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Funding Strategies for Long-term Care Workshop

Murdock, MN – Funding Strategies for Long-term Care

December 15, 2024
Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build.
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Planning for End of Life with Purpose and Peace of Mind Workshop

Delano, MN – Planning for End of Life Workshop

December 11, 2024
Join us for an informative workshop focused on end-of-life planning, covering spiritual, medical, and financial aspects.
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Create a Giving Plan from Life to Legacy Workshop

Almond, WI – Creating a Giving Plan from Life to Legacy Workshop

December 11, 2024
Attend this educational workshop to learn simple ways to transform your charitable giving so your charitable intentions are protected and fulfilled to their greatest impact.
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Estate Planning Basics Workshop

Sauk Centre, MN – Estate Planning Basics Workshop

December 11, 2024
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.
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