fbpx
Login | Careers | Foundation | Credit Union | Find My Advisor
1-800-568-6670 info@catholicunited.org

Brandon, MN – Estate Planning Basics Workshop

Events Search and Views Navigation

Event Views Navigation

Today

Planning for End of Life with Purpose and Peace of Mind Workshop

Cloquet, MN – Planning for End of Life with Purpose and Peace of Mind

Queen of Peace Catholic Church, Cloquet 102 4th Street, Cloquet, MN, United States

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 decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]

Planning for End of Life with Purpose and Peace of Mind Workshop

Cloquet, MN – Planning for End of Life with Purpose and Peace of Mind Evening Workshop

Queen of Peace Catholic Church, Cloquet 102 4th Street, Cloquet, MN, United States

Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial. We will share about Catholic teaching on health care directives, burial and cremation, and life-honoring decisions regarding end-of-life medical care. Learn about estate documentation, transferring assets to heirs, reducing the time and […]

Create a Giving Plan from Life to Legacy Workshop

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

Sacred Heart Catholic Church, Boone 915 12th St., Boone, IA, United States

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 a substantial legacy for the Catholic parish or charity of your choice. Speaker Robert Heuerman, Executive Director of Catholic United Financial Foundation will share […]

Create a Giving Plan from Life to Legacy Workshop

Mitchell, SD – Creating a Giving Plan from Life to Legacy Workshop

Holy Family, Mitchell 222 N Kimball St, Mitchell, SD, United States

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 a substantial legacy for the Catholic parish or charity of your choice. Learn about the many options you have for charitable giving, including options […]

Create a Giving Plan from Life to Legacy Workshop

Huron, SD – Creating a Giving Plan from Life to Legacy Workshop

Holy Trinity, Huron 425 21st St SW, Huron, SD, United States

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 a substantial legacy for the Catholic parish or charity of your choice. Learn about the many options you have for charitable giving, including options […]

Estate Planning Basics Workshop

Gilman, MN – Estate Planning Basics Workshop

Sts Peter and Paul Catholic Church, Gilman 10495 Golden Spike Rd NE, Gilman, MN, United States

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 […]

Create a Giving Plan from Life to Legacy Workshop

Gibbon, MN – Creating a Giving Plan from Life to Legacy Workshop

St. Willibrod's Catholic Church, Gibbon 1032 Ash Ave, Gibbon, MN, United States

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 a substantial legacy for the Catholic parish or charity of your choice. Learn about the many options you have for charitable giving, including options […]

Planning for End of Life with Purpose and Peace of Mind Workshop

Edgar, WI – Planning for End of Life with Purpose and Peace of Mind

St. John the Baptist, Edgar 103 N 4th Ave, Edgar, WI, United States

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 decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]

Estate Planning Basics Workshop

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 […]

Estate Planning Basics Workshop

Parkers Prairie, MN – Estate Planning Basics Workshop

St. Williams, Parkers Prairie 209 W Soo St., Parkers Prairie, MN, United States

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 […]

Workshop Personal Finance 101 for Women

Tracy, MN – Personal Finance 101 for Women Workshop

St. Mary, Tracy MN 249 6th St, tracy, MN, United States

Catholic United Financial encourages women to make learning about personal finance a priority in their lives, starting with this workshop. Women are, or will be, primary decision makers in their homes when it comes to finances. Women think differently about money — how to spend, when to save, what to donate. Since women live longer, […]

Workshop Personal Finance 101 for Women

Marshall, MN – Personal Finance 101 for Women Workshop

Holy Redeemer, Marshall, MN 503 West Lyon, Marshall, MN, United States

Catholic United Financial encourages women to make learning about personal finance a priority in their lives, starting with this workshop. Women are, or will be, primary decision makers in their homes when it comes to finances. Women think differently about money — how to spend, when to save, what to donate. Since women live longer, […]

Planning for End of Life with Purpose and Peace of Mind Workshop

Brandon, MN – Planning for End of Life with Purpose and Peace of Mind Workshop

St. Ann's, Brandon 402 Nelson Ave. North, Brandon, MN, United States

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 decisions regarding end-of-life medical care. A financial specialist will present on estate documentation, […]

Women and Estate Planning Webinar-May 2024

Webinar-Women and Estate Planning: Understand and Secure Your Legacy

Join Catholic United Financial and Attorney Rachel Schromen for a webinar that will guide women through the fundamental principles of estate planning, offering actionable insights and practical advice. From wills and trusts to powers of attorney and healthcare directives, we'll cover essential documents and strategies to ensure your wishes are carried out effectively. Whether you're […]