fbpx
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
320-221-1566
dnelson@catholicunited.org

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

Date05/19/2022

Time4 PM

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.

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