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North Dakota
Create a Giving Plan from Life to Legacy Workshop

Fargo, ND – Creating a Giving Plan from Life to Legacy Workshop

October 30, 2024
To RSVP: Click here to RSVP for the workshop or call 1-800-441-9949. Attend this educational workshop to learn simple ways to transform your charitable giving. Learn how to structure a plan so your charitable intentions are protected and fulfilled to their greatest impact. A speaker from Catholic United Financial will share tools and methods that...
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Planning for End of Life with Purpose and Peace of Mind Workshop

Hillsboro, ND – Planning for End of Life with Peace of Mind Workshop

October 11, 2024
Attend this educational workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.
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Financial Scams Targeting Older Adults and How To Avoid Them

Webinar – Financial Scams Targeting Older Adults and How to Avoid Them

September 23, 2024
To RSVP, fill out the form below. In 2023, the FBI’s Internet Crime Complaint Center received over 880,000 complaints with potential losses exceeding $12.5 billion. In the same year, total losses reported by those over the age of  60 topped $3.4 billion, an 11 percent increase from 2022. Taking appropriate measures can help protect you...
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Planning for End of Life with Purpose and Peace of Mind Workshop

Webinar – Planning for End of Life Workshop

August 11, 2024
Attend this workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.
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Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial

Webinar: Funding Strategies for Long-term Care

Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build. Our speaker will share how to avoid an asset-depleting “spend down,” and explain four options of funding a long-term care plan.
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Stress-Free Downsizing Workshop

Webinar: Stress-Free Downsizing

Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.
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Women and Estate Planning Webinar-May 2024

Webinar: Women and Estate Planning

Join Catholic United Financial and Attorney Rachel Schromen for a webinar that will guide women through the fundamental principles of estate planning, offering actionable insights and practical advice.
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Create a Giving Plan from Life to Legacy Workshop

Webinar: Creating a Giving Plan from Life to Legacy

Attend this informative webinar to learn simple ways to transform your charitable giving and the help it can provide your Catholic community.
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Webinar: Understanding Family Security and Life Insurance

This webinar will help you understand life insurance, how it specifically relates to the financial lives of women, and what life insurance can accomplish -- beyond paying for a funeral.
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Medicare and Supplement Insurance Made Easy Webinar on demand

Webinar: Medicare and Supplement Insurance Made Easy

Attend this informative webinar to learn details about Medicare insurance that everyone age 63 and older should know.
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