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Mahtomedi, MN – Helpful Planning for Next Phase Retirement Workshop

September 29 @ 6:45 pm - 7:45 pm
Medicare supplement information and options

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.

Details

Organizer

  • Peter Orme
  • Phone 651-765-6545
  • Email porme@catholicunited.org

Venue