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Hinckley, MN - June 19 - St. Patrick's Parish
Pine City, MN - June 19 - Immaculate Conception Parish
McGregor, MN - June 22 - Holy Family Parish
Laona, WI - June 25 - St. Leonard Parish
Medford, WI - June 25 - Holy Rosary Parish
Estate Planning Topics
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6:30 to 8 pm
Social Hour for Overnight Delegates & Guests
7 to 8:45 am
11:30 am to 12:30 pm
12:45 to 1:45 pm
2 to 3 pm
3:15 to 4:15 pm
Registration and Breakfast
Catholic Charities Emergency Food Shelf
Committee Meeting: Election
First Timer’s Session
Committee Meeting: Credentials
Convention Session I – Glenn Carlson Hall
Convention in recess
Lunch – Glenn Carlson Hall
Keynote Speaker – Glenn Carlson Hall
Wills and Catholic End of Life Issues
Tech-nically Speaking – An Isidore Update
Financial Planning for Generations X, Y & Even Z
A New Product is Coming – Medicare Supplement
Convention Session II – Glen Carlson Hall
Social with Refreshments
Buses Depart River’s Edge Convention Center
Following your Moral Compass to Wins, with Respect and Integrity. Bernstein is a dynamic, award-winning motivational speaker, who uses an engaging, provocative and visually entertaining style to inspire us to be better leaders; to follow our own moral compasses to winning “the right way;” and who encourages us to embrace change and failure.
Recent years have brought great changes to the world of personal financial planning. But many of the tenets of personal wealth management have been in place for decades. Jim Quandt and Alex Morrall bring both perspectives to this breakout, which will examine capital markets from a historical perspective, changes in products and how to utilize today’s technology to take advantage of those trends.
How can we get the most out of Isidore? What’s a browser? How do I turn this blasted machine on?! No matter where you fit on the broad spectrum of tech-savviness, you’ll want to stop by the Member Engagement breakout session. We’ll cover the high points of the recent Isidore system makeover as well as some tips for creating and sharing publicity for your Council/PVT events.
There’s more to life than money, and there’s more to end-of-life decisions than financial planning. This session will cover some financial basics such as wills, but will also be a guide to having those tough conversations about final wishes, funeral plans, DNRs and more.
What’s one way to stay relevant in a changing and challenging financial world? Innovate! Catholic United has teamed up with a medicare supplement provider to create a new product we think MANY of our Medicare eligible members can benefit from. Stop in to learn more about this exciting new offering.