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Minnesota
Planning for End of Life with Purpose and Peace of Mind Workshop

Paynesville, MN – Planning for End of Life Workshop

August 11, 2024
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...
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Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial

Webinar: Funding Strategies for Long-term Care

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. Our speaker will share how to avoid an asset-depleting “spend down,” and explain four options of funding a long-term care plan.
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Medicare and Supplement Insurance Made Easy Webinar on demand

Webinar – Medicare and Supplement Health Insurance Made Easy

August 1, 2024
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 and Medicare Supplement Insurance. Learn about enrollment periods, avoiding penalties, and how...
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Funding Strategies for Long-term Care Workshop

Wabasha, MN – Funding Strategies for Long-term Care

July 9, 2024
To RSVP: Click here to RSVP online or call 1-800-441-9949 It is estimated that 7 out of 10 American adults will need long-term care services later in life that could cost as much as $20,000 to $160,000 annually.* Attend this educational workshop to learn how a long-term care funding plan can help protect the estate...
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Keys to Financial Well-Being for Your Aging Parents

Elk River – Keys to Financial Well-Being for Your Aging Parents

July 9, 2024
To RSVP: Click here to RSVP online or call 1-800-441-9949 Adult children know that their parents might be facing age-related financial challenges. This workshop educates on how to take compassionate and forward-thinking action on issues facing elderly parents. Attend by yourself or with family members to become educated on how to secure the legacy that...
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Funding Strategies for Long-term Care Workshop

Webinar – Funding Strategies for Long-term Care

June 23, 2024
Attend this educational workshop on July 30 at 10 a.m. 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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Reintroducing: Nate Lamusga, Director of Relationship Management

My newly expanded leadership role at Catholic United Financial is to meet and have collaborative conversations with Catholic leaders to find mutually beneficial ways for Catholic United Financial and parishes to work together. We want to support the vision leaders have for their communities, aligned with our vision that all people be financially secure, faith-filled,...
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Stress-Free Downsizing Workshop

Webinar: Stress-Free Downsizing

Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.
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Set Up For Success: Raffle program helping schools improve in multiple ways

School leaders and Raffle Coordinators told us the impact of the Raffle continues and the excitement it generates year after year is still going strong.
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Planning for End of Life with Purpose and Peace of Mind Workshop

Princeton, MN – Planning for End of Life Workshop

June 6, 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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