Pete Herold of Catholic United Financial

Nate is excited to meet you! His newly expanded leadership role at Catholic United Financial is to meet and have collaborative conversations with Catholic leaders to find mutually beneficial ways for Catholic United Financial and parishes to work together.

We want to support the vision leaders have for their communities, aligned with our vision that all people be financially secure, faith-filled, and engaged in their communities.

Read out newest blog to see how you can connect with Nate!

Reintroducing: Nate Lamusga, Director of Relationship Management After 15 years, the Catholic United Financial Raffle continues to help Catholic schools improve

After 15 years, the Catholic United Financial Raffle continues to help Catholic schools improve! Read our newest blog to hear straight from some schools the impact the Raffle has had.

Set Up For Success After 15 years, the Catholic United Financial Raffle continues to help Catholic schools improve

We are excited to invite our members to our highly anticipated Triennial Conference, taking place at the beautiful DoubleTree by Hilton Hotel Bloomington - Minneapolis South, located at 7800 Normandale Blvd, Bloomington.

Learn more about the Triennial Conference happening September 13 and 14 by clicking this link.

See you at the 2024 Triennial Conference Mark your calendars for our upcoming Triennial Business Meeting and Leadership Conference in September 2024

Get ready! Look out for your copy of Our Catholic Journey arriving in your mailbox this week. We hope you enjoy reading it as much as we enjoyed creating it.

Is the idea of downsizing overwhelming for you? You're not alone. Read our tips on how to avoid common downsizing mistakes.

Pitfalls to avoid when Downsizing Avoiding common downsizing mistakes is crucial for a smooth transition to a simpler, more fulfilling lifestyle.

We will be closed Memorial Day. As we gather with family and friends, let's take a moment to reflect on the true meaning of this day. It's more than just a long weekend; it's a time to pay tribute to those who have given everything for our freedom.

Memorial Day Prayer

Gracious God, on this Memorial Day, we pray for those who courageously laid down their lives for the cause of freedom. May the examples of their sacrifice inspire in us the selfless love of Your Son, our Lord Jesus Christ.

Amen

Congratulations to our Post-High School Tuition Scholarship winners! We are excited to help you with your educational goals. The Catholic United Financial Members listed below are a part of 195 group of high school students across the 5-state area. Catholic United Financial has been providing a scholarship program since 1955.



MORGAN DOHMEN
JADYN IRISH
JOSIE LIEBL
ALEXANDER MACE
VERONICA ROSALES
CHRISTINA SWIRTZ

Happy Mother’s Day! We hope you have a joy filled day.

Mother's Day Prayer

Almighty God, we ask Your blessing on each mother today. Fill their hearts with laughter and joy. Surround them with love from family and friends. Grant them health, peace, and fulfillment as they pursue their calling. Let them know their value and worth in Your eyes and ours.
In Jesus’ name, Amen.

Give the gift of knowledge this Mother's Day! Attend this webinar tomorrow with your mom💐

Catholic United Financial is excited to announce a webinar hosted by Attorney Rachel Schromen, guiding women through the fundamental principles of estate planning. From wills and trusts to powers of attorney and healthcare directives, Rachel will cover essential documents and strategies to ensure your wishes are carried out effectively.

Whether you’re just starting to plan or need to review existing documents, this webinar equips you with the knowledge to take the next steps towards securing a legacy.

🗓️ Date: May 7
🕖 Time: 6 pm - 7pm
📝 RSVP today by clicking this link: https://bit.ly/44uwtEu

Don't miss out on this opportunity to gain actionable insights and practical advice on estate planning!

Give the gift of knowledge this Mother's Day! 💐

Catholic United Financial is excited to announce a webinar hosted by Attorney Rachel Schromen, guiding women through the fundamental principles of estate planning. From wills and trusts to powers of attorney and healthcare directives, Rachel will cover essential documents and strategies to ensure your wishes are carried out effectively.

Whether you’re just starting to plan or need to review existing documents, this webinar equips you with the knowledge to take the next steps towards securing a legacy.

🗓️ Date: May 7
🕖 Time: 6 pm - 7pm
📝 RSVP today by clicking this link: https://bit.ly/44rjXWn

Don't miss out on this opportunity to gain actionable insights and practical advice on estate planning!

Join us for an informative webinar!

Catholic United Financial is excited to announce a webinar hosted by Attorney Rachel Schromen, guiding women through the fundamental principles of estate planning. From wills and trusts to powers of attorney and healthcare directives, Rachel will cover essential documents and strategies to ensure your wishes are carried out effectively.

Whether you’re just starting to plan or need to review existing documents, this webinar equips you with the knowledge to take the next steps towards securing a legacy.

🗓️ Date: May 7
🕖 Time: 6 pm - 7pm
📝 RSVP today by clicking this link: https://bit.ly/44eZrbm

Don't miss out on this opportunity to gain actionable insights and practical advice on estate planning!

Another happy grand prize winner! Read on to learn about the Raffle and the surprise gift the school received.

Foley resident wins $20,000 grand prize in Catholic United Financial Raffle $20,000 grand prize in Catholic United Financial Raffle

Reserve your spot now for our webinar tomorrow, April 18 from 10 a.m.-11 a.m.

Catholic United Financial is partnering with the Social Security Administration to offer our members this informational webinar on social security benefits.

Webinar-Understanding Your Social Security Benefits One of the most important decisions to make before you retire is when to claim Social Security benefits. Attend this webinar to learn more.

Hapy Easter! We hope you have a joyful and blessed day.

The prize winners have been posted from our 2024 Catholic United Financial Raffle! Follow the link now to see if you won.

Raffle Prizes Every year, the Catholic United Financial Raffle gives away tens of thousands of dollars in prizes to lucky winners, including a new car!

Thank you to everyone that supported the schools during our 2024 Catholic United Financial Raffle! We raised $1.4 million dollars this year for Catholic education!!

We are working on contacting the winners and will have a list posted by Monday.

Your journey to savings, giving, growth and security begins with Sprout℠ Solutions. Click our link to learn more. https://bit.ly/3UP46xX

# CUFSprout℠Solutions ℠Solutions

Mark your calendars! The Grand Raffle Ceremony is March 7 at 11 a.m. The ceremony will be live streamed and hosted by Jim Cunningham. You may recognize him from MN Renaissance Festival!

TOMORROW! Our workshop on retirement planning is happening on Feb. 20 at 10 am and 6 pm. Attend for free and learn about creating or revising a retirement plan with protected income, health care expenses and estate planning in mind. Ask your questions during our live Q&A with the speaker. RSVP today.

Webinar - Retirement: Helpful Planning for the Next Phase Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan.

Tuesday, Feb. 20, 10 am and 6 pm. Free webinar on retirement planning. RSVP now. We will discuss protected income, health care choices, estate planning and more. Open to the public. Join us!

Webinar - Retirement: Helpful Planning for the Next Phase Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan.

NEXT TUESDAY, Feb. 20 at 10 am and 6 pm -- If you are facing the next phase of life, get some help. During this webinar we will discuss the big issues like outliving your retirement income, long-term care funding, charitable options, and tax impact. Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan.

Webinar - Retirement: Helpful Planning for the Next Phase Make smarter, informed decisions about retirement planning and learn how your Catholic faith can interact with your retirement plan.

Happy Valentine's Day! with Life Insurance.

I'm here and ready to help put your words into motion. Let's connect today!

Happy Catholic Schools Week! You can support Catholic education by purchasing a Catholic United Financial Raffle ticket. Schools keep 100% of the dollars raised from the Raffle.

Follow the link to see if you school is participating!
https://bit.ly/3UfvZz9

What powers Sprout℠ Solutions? One company inspired by a not-for-profit mission and 145 years of history in the Upper Midwest. Catholic United Financial is a fraternal financial services company whose vision is that all people are financially secure, faith-filled and engaged in their communities.

Contact me today to learn more!

℠ Solutions ℠ Solutions

You can still sign up for our free webinar today at 6:30 pm: Keys to Financial Well-Being for Your Aging Parents. Attend by yourself or with parents to become educated on how to secure the legacy that they’ve worked on for a lifetime. We will discuss estate planning, long-term care expenses, asset protection and transfer, and more. A question and answer time will be held live with our speaker, John Tetzloff.

Webinar - Keys to Financial Well-Being for Your Aging Parents This workshop educates on how to take compassionate and forward-thinking action on financial issues facing elderly parents.

NOTICE: Our webinar, Keys to Financial Well-being for Your Aging Parents, is tomorrow at 6:30 pm. Sign up to watch live or to watch the recording later. This webinar educates on how to take compassionate and forward-thinking action on issues facing elderly parents. Sign up today!

Webinar - Keys to Financial Well-Being for Your Aging Parents This workshop educates on how to take compassionate and forward-thinking action on financial issues facing elderly parents.

Your journey to savings, giving, growth and security begins with Sprout℠ Solutions. Click our link to learn more. https://bit.ly/3So362q

# CUFSprout℠Solutions ℠Solutions

Adult children know that their parents might be facing age-related financial challenges. This webinar educates on how to take compassionate and forward-thinking action on issues facing elderly parents. Attend yourself or with family members to become educated on how to secure the legacy that they've worked on for a lifetime. We will discuss estate planning, long-term care expenses, asset protection and transfer, and more. Join us online for free on January 23rd at 6:30 pm. Sign up today: https://bit.ly/3U1iumk

Webinar - Keys to Financial Well-Being for Your Aging Parents This workshop educates on how to take compassionate and forward-thinking action on financial issues facing elderly parents.

Reaching New Speeds in Our 2024 Catholic United Financial Raffle

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Reaching New Speeds in Our 2024 Catholic United Financial Raffle For Immediate Release SAINT PAUL, MN — Put the pedal to the metal as we start the new year with our 2024 Catholic United Financial Raffle. Our 80 partner schools […]