Learn how to manage your way through financial and life questions at this workshop. Review the big issues like long term health care, running out of money, charitable options, and tax impact.
• How do I want my faith to interact with my retirement plan
• Learn ways to tackle your pressing issues for real improvement
• Make smarter, informed decisions about retirement planning
Tara Weiss, Medicare Supplement Specialist, will present on health care options for later in life, including important deadlines, and insurance options.
Nothing will be sold at this workshop. Content is for educational purposes only.
Catholic United Financial is a member of the
American Fraternal Alliance
Copyright © 2021 Catholic United Financial. Catholic United Financial is not licensed in all states. Nothing contained herein should be construed as a solicitation for insurance, financial products or annuity products in any state in which Catholic United Financial is not licensed. Catholic United Financial is licensed to sell insurance in Minnesota, Wisconsin, Iowa, North Dakota, and South Dakota. View our Privacy Statement. Catholic United Financial is not permitted to give tax or legal advice. The information given is based on our understanding and interpretation of laws and regulations currently in effect. You may wish to consult your personal tax or legal advisor with questions about your specific situation.
Catholic United Financial, 3499 Lexington Ave N, Saint Paul, MN 55126