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Minnesota
Financial Scams Targeting Older Adults and How To Avoid Them

Webinar – Financial Scams Targeting Older Adults and How to Avoid Them

September 23, 2024
To RSVP, fill out the form below. In 2023, the FBI’s Internet Crime Complaint Center received over 880,000 complaints with potential losses exceeding $12.5 billion. In the same year, total losses reported by those over the age of  60 topped $3.4 billion, an 11 percent increase from 2022. Taking appropriate measures can help protect you...
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Create a Giving Plan from Life to Legacy Workshop

Fergus Falls, MN – Creating a Giving Plan from Life to Legacy Workshop PM

September 16, 2024
To RSVP: Click or tap here to RSVP for the 1 p.m. workshop or call 1-800-441-9949. Click here to RSVP for the 6 p.m. workshop. 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...
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Create a Giving Plan from Life to Legacy Workshop

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

September 16, 2024
To RSVP: Click or tap here to RSVP for the 1 p.m. workshop or call 1-800-441-9949. Click here to RSVP for the 6 p.m. workshop. 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...
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Member Advisor Tim Amireault meets with a client at our agency office in Arden Hills

Arden Hills – Catholic United Financial Open House

September 10, 2024
You are invited to attend an Open House at our Home Office Location, 3499 Lexington Ave N in Arden Hills, MN. During this open house you can: view our new agency offices where our Member Advisors are ready to assist you, stop by our Credit Union which offers checking and savings accounts with great rates...
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Planning for End of Life with Purpose and Peace of Mind Workshop

Sartell, MN – Planning for End of Life Workshop

September 10, 2024
To RSVP: Click here to RSVP online for the workshop 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...
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Medicare and Supplement Insurance Made Easy Webinar on demand

Springfield, MN – Medicare and Supplement Insurance Made Easy

September 6, 2024
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...
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Keys to Financial Well-Being for Your Aging Parents

Crystal, MN – Keys to Financial Well-Being for Your Aging Parents

September 4, 2024
This workshop educates on how to take compassionate and forward-thinking action on issues facing elderly parents.
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Medicare and Supplement Insurance Made Easy Webinar on demand

Murdock, MN – Medicare and Supplement Insurance Made Easy

August 21, 2024
To RSVP: Click here to RSVP for the workshop or call 1-800-441-994 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 Medicare Supplement Specialist Tara Donohue Weiss guides you through an easy-to-follow summary of Medicare...
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Medicare and Supplement Insurance Made Easy Webinar on demand

Marshall, MN – Medicare and Supplement Insurance Made Easy

August 21, 2024
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...
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Planning for End of Life with Purpose and Peace of Mind Workshop

Webinar – Planning for End of Life Workshop

August 11, 2024
Attend this workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.
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