fbpx
Are you prepared? Get started at this estate planning workshop
13Days
8Hours
33Mins
13Secs
Workshop Host:
Donna Nelson, FIC
320-221-1566
dnelson@catholicunited.org

Workshop:Estate Planning Basics

Speaker Gregory Gall, Regional Sales Director of Catholic United Financial, and president of the National Association of Fraternal Insurance Counselors (NAFIC), will present about estate planning concepts: managing estate tax exposure and protecting assets; making the best decisions regarding wills and trusts; understanding how probate will affect your family and estate; and more.

Location: Willmar Community Center, Willmar, MN

Date06/02/2022

Time1:30 PM

Click on the button to auto-fill the form with 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.

Financial education with Catholic United

Advanced Case Specialist John Tetzloff is joined by other experts to explain topics relating to final expenses, estate planning, charitable giving, asset protection, wills and trusts, and more.

Watch

Explaining Medicare and Supplement Insurance

Medicare Supplement Specialist Tara Donohue Weiss explains the basics of Medicare coverage, plans, supplemental insurance and costs related to this federal health care program.

Watch

End of Life Issues from a Catholic Perspective

Learn more about end of life issues from a Catholic perspective. Deacon Kyle Kowalczyk explains church teaching on the issues we will face with our loved ones at the end of life.

Watch