fbpx
Retirement workshop: Helpful Planning for the Next Phase
33Days
11Hours
57Mins
13Secs
Workshop Host:
Dean Demarais, FIC, LUTCF
320-685-8899
ddemarais@catholicunited.org

Workshop:Retirement: Helpful Planning for the Next Phase

If you are facing the next phase of life, get some help. Attend a workshop where we’ll have a discussion on the big issues like long term health care, running out of money, charitable options, and tax impact. Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan. Learn ways to tackle your pressing issues for real improvement.

Sr. Sales Representative Dean Demarais will explain solutions to the issues mentioned above and can answer questions about your specific situation. 

Location: Ss. Peter and Paul Parish, Richmond, MN

Date09/20/2022

Time7:00 pm

Click on the button to auto-fill in your selected 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

Staying connected to you & providing relevant information is important to us.

It is part of keeping our promise to protect the financial lives of Catholic families and stay connected to our communities. We would appreciate five minutes of your time to update your contact information. We don’t want to lose contact with you, or experience any communication delays, especially if a consequential financial situation arises that needs your prompt attention. Click here to review our Privacy Statement.

Make sure your policy is protecting you and your loved ones exactly the way you intended.