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Catholic United Financial Center, St. Cloud

St. Cloud, MN – Medicare and Supplement Insurance Made Easy

Catholic United Financial Center, St. Cloud 120 10th Ave N, St. Cloud, Minnesota

Frustrated or confused with Medicare enrollment, or shopping for Supplement insurance? You are not alone. The complexity and information overload can seem overwhelming. Attend this event and listen as Senior Member Advisor, Dave Stang at Catholic United Financial guides you through an easy-to-follow summary of Medicare and Medicare Supplement Insurance. Learn about enrollment periods, avoiding […]

St. Cloud, MN – Estate Planning Basics Workshop

Catholic United Financial Center, St. Cloud 120 10th Ave N, St. Cloud, Minnesota

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 […]