Mahtomedi, MN – Helpful Planning for Next Phase Retirement Workshop

To RSVP, call 1-800-441-9949 or email workshops@catholicunited.org
Retirement life will be different than life now, so check in on retirement plan with some help. At this workshop, we’ll have a discussion on big retirement issues like creating sources of protected income, understanding asset transfer, and securing your estate. Make smarter, informed decisions about retirement finances and learn how your Catholic faith can interact with your retirement plan. Nothing will be sold at this event.
Your speaker will be John Tetzloff, Director of Sales for Catholic United Financial.
Nothing will be sold at this workshop. For educational purposes only. Workshop is about one hour in length, depending on audience participation.
