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Minnesota
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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Estate Planning Basics Workshop

Brandon, MN – Estate Planning Basics Workshop

May 14, 2024
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...
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Planning for End of Life with Purpose and Peace of Mind Workshop

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

May 14, 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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Women and Estate Planning Webinar-May 2024

Webinar: Women and Estate Planning

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.
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Stress-Free Downsizing Workshop

Arden Hills, MN – Stress-Free Downsizing Workshop

May 2, 2024
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...
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