Are you prepared? Get started at this estate planning workshop

Workshop:Estate Planning Basics

Leaving a legacy isn’t just for the well-to-do, it’s for everyone, and it’s easier than you think. There’s no hard-sell at this workshop, just practical advice about using proven, time-honored methods like wills, trusts and charitable giving plans. Learn more behind the concepts of protecting your assets, reducing your estate tax footprint and putting your financial details in order — potentially saving you hundreds of dollars in legal fees in preparation for an attorney.

Guest Speaker Gregory Gall, Region Manager for Catholic United Financial, will guide you through these topics using his years of experience in the insurance and financial products field.

Workshop Host:
Donna Nelson, FIC

Location: Jefferson Learning Center - 1234 Kandiyohi Ave SW, Willmar


Time4 PM

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

Financial education with Catholic United

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