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Workshop
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...
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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...
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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...
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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...
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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...
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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.
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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.
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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.
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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.
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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.
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