Workshop: Creating a giving plan from life to legacy

Workshop:Creating a Giving Plan from Life to Legacy

Learn simple ways to transform your charitable giving and the help it can provide your Catholic community. You can learn tools and methods to turn a modest gift into a substantial legacy that will bless the Catholic parish or charity of your choice. Worried about debt or medical bills eating away your estate, leaving nothing left for charitable giving?

Guest speaker Robert Heuermann, Executive Director of the Catholic United Financial Foundation will explain how to structure your plan so your charitable intentions are protected. 

Sales Representative Bill McMullen
Workshop Host:
Bill McMullen

Location: St. Raphael Catholic Parish, Crystal, MN


Time1 pm

To RSVP call 1-800-441-9949 or…

Click on the button to auto-fill the details of this workshop, then add your information at the bottom and tap “submit”.

Visit our YouTube channel where you will find several videos on financial education topics.

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