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Estate Planning Basics Workshop

St. Cloud, MN – Estate Planning Basics Workshop

February 21, 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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Estate Planning Basics Workshop

Gilman, MN – Estate Planning Basics Workshop

February 21, 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

St. Cloud, MN – Planning for End of Life with Purpose and Peace of Mind

January 17, 2024
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 medical care. A financial specialist will present on estate documentation,...
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Funding Strategies for Long-term Care Workshop

St. Cloud, MN – Funding Strategies for Long-term Care Workshop

December 11, 2023
Seven out of 10 American adults will need long-term care services later in life that could cost as much as $160,000 annually. Attend our educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build. Our workshop speaker will also share how to avoid an...
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