fbpx

Tag

Workshop
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...
Read More
Create a Giving Plan from Life to Legacy Workshop

Humboldt, IA – Creating a Giving Plan from Life to Legacy Workshop PM

September 10, 2024
To RSVP: Click here to RSVP for the 6 p.m. workshop or call 1-800-441-9949. Click or tap here to RSVP for the 9 a.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 into...
Read More
Create a Giving Plan from Life to Legacy Workshop

Humboldt, IA – Creating a Giving Plan from Life to Legacy Workshop

September 10, 2024
To RSVP: Click or tap here to RSVP for the 9 a.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
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...
Read More
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.
Read More
Medicare and Supplement Insurance Made Easy Webinar on demand

Sioux City, IA – Medicare and Supplement Insurance Made Easy PM

September 4, 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
Medicare and Supplement Insurance Made Easy Webinar on demand

Sioux City, IA – Medicare and Supplement Insurance Made Easy

September 4, 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

Edgar, WI – Creating a Giving Plan from Life to Legacy Workshop

August 11, 2024
Learn about tools that can maximize a modest gift into a substantial legacy for the Catholic parish or charity of your choice.
Read More
Medicare and Supplement Insurance Made Easy Webinar on demand

Fergus Falls, MN – Medicare and Supplement Insurance Made Easy

August 11, 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
Funding Strategies for Long-term Care Workshop

Wabeno, WI – Funding Strategies for Long-term Care

August 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
1 2 3

Categories