Tag

Minnesota
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.
Read More
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.
Read More
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.
Read More
Funding Strategies for Long-term Care Workshop

Boone, IA – Funding Strategies for Long-term Care

December 11, 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...
Read More
Funding Strategies for Long-term Care Workshop

Boone, IA – Funding Strategies for Long-term Care

December 11, 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...
Read More
Financial Scams Targeting Older Adults and How To Avoid Them

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

Watch this webinar to learn to identify these common online and phone scams and to avoid becoming a victim.
Read More
Medicare and Supplement Insurance Made Easy Webinar on demand

Wadena, MN – Medicare and Supplement Insurance Made Easy

October 21, 2024
Join us for an easy-to-follow summary of Medicare and Medicare Supplement Insurance covering: enrollment periods, avoid penalties, and pick a plan that provides for your needs.
Read More
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...
Read More
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.
Read More
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.
Read More
1 2 3 4 5

Categories