Angie Jorgensen of Catholic United Financial

Angie Jorgensen of Catholic United Financial

As a Member Advisor of Catholic United Financial, I help to connect and protect people of faith. Please Note
This is a public page.

Our Mission
We financially protect and connect members in faith and joyful service at every step of life’s journey. Our Vision
All people are financially secure, faith-filled, and engaged in their communities. Our Purpose
Catholic United Financial is a member-owned not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, scho

04/07/2024

Happy 4th of July! Let's come together to honor the spirit of independence and the countless sacrifices made for our liberty. Wishing everyone a day filled with joy and fireworks.

Please note that we are closed July 4 and will reopen on July 5. Stay safe, have fun, and let freedom ring!

Fourth of July Prayer
Lord, today, bless those who have served and continue to give their lives for my freedom. With favor and bounty meet their needs and watch over their families. Help me to live my life in a way that glorifies you, Lord.

Amen

27/06/2024

We're thrilled to announce that as part of our upcoming Triennial Conference taking place September 13 and 14, we have something truly special lined up for you. Catholic United Financial has commissioned the incredibly talented artist Jeromy Darling to write and perform an original work for our Friday evening entertainment!

Join us for this world premiere event and be a part of an unforgettable evening of art, inspiration, and community. For more details, read out newest blog.

Access denied | www.catholicunitedfinancial.org used Cloudflare to restrict access

POSTPONED - Dakota Dunes, SD - Planning for End of Life Workshop-Noon 24/06/2024

⚠️Important Announcement: workshop Postponed ⚠️

We regret to inform you that due to potential flooding, we have decided to postpone our June 25 workshop on End of Life at St. Theresa’s in Dakota Dunes. The new date will be announced soon.

We apologize for any inconvenience this may have caused and appreciate your understanding and patience as we pick a new date. Stay tuned for more updates and stay safe.

POSTPONED - Dakota Dunes, SD - Planning for End of Life Workshop-Noon Attend this workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.

Reintroducing: Nate Lamusga, Director of Relationship Management 22/06/2024

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

Set Up For Success 16/06/2024

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

See you at the 2024 Triennial Conference 13/06/2024

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

12/06/2024

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.

Pitfalls to avoid when Downsizing 07/06/2024

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.

25/05/2024

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

24/05/2024

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.



SARAH BEEMAN
JOEL DAHLHOFF
HAILEY HAMM
BENJAMIN HEBDA
KRISTA JORGENSEN
PAUL KLEINSCHMIT
JERICA STARK
ISABELLE WINTZ

12/05/2024

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.

07/05/2024

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/4a8KV6g

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

Webinar-Women and Estate Planning: Understand and Secure Your Legacy 02/05/2024

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/4blTWtG

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

Webinar-Women and Estate Planning: Understand and Secure Your Legacy Estate Planning Webinar webinar that will guide women through the fundamental principles of estate planning.

25/04/2024

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/3xRFpYk

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

Foley resident wins $20,000 grand prize in Catholic United Financial Raffle 23/04/2024

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

Webinar-Understanding Your Social Security Benefits 18/04/2024

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.

31/03/2024

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

Raffle Prizes 08/03/2024

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!

07/03/2024

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.

24/02/2024

Your journey to savings, giving, growth and security begins with Sprout℠ Solutions. Click our link to learn more. https://bit.ly/3UQvsE8

# CUFSprout℠Solutions ℠Solutions

22/02/2024

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!

Webinar - Retirement: Helpful Planning for the Next Phase 20/02/2024

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.

Webinar - Retirement: Helpful Planning for the Next Phase 17/02/2024

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.

Webinar - Retirement: Helpful Planning for the Next Phase 16/02/2024

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.

14/02/2024

Happy Valentine's Day! with Life Insurance.

08/02/2024

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

28/01/2024

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/3HxpLD2

27/01/2024

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

Webinar - Keys to Financial Well-Being for Your Aging Parents 23/01/2024

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.

Webinar - Keys to Financial Well-Being for Your Aging Parents 23/01/2024

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.

Videos (show all)

The green flag has been waved! Our 2024 Catholic United Financial Raffle has officially started. Get your tickets now! T...
Do you love where live?  Do you love taking pictures or have a lot of scenic photos on your camera/smartphone? Now throu...
Hey Minnesota, Wisconsin, North Dakota, South Dakota, and Iowa Members & Friends! Catholic United needs your help. After...
Are you proud of where you live? Wish other people knew what makes your hometown special? Let us share it in our calenda...
Have you entered the “Hometown Pride” photo contest for the 2022 wall calendar?   Members and friends of Catholic United...
Hey Minnesota, Wisconsin, North Dakota, South Dakota, and Iowa Members & Friends!  Catholic United needs your help. Afte...
✨One Month Alert ✨Don’t forget to submit your photo to the “Hometown Pride” photo contest for a chance to be included in...
Do you love taking pictures? Do you have lots of scenic photos on your camera/smartphone? Now through September 1st, Cat...
I have been working for Catholic United for six years. As a Sales Representative, I love being able to work and serve th...
Tonight is the night!The winner for the Volunteer of the Year Award will be announced at 7:30pm!Don't miss it!
Tomorrow is big day! The Volunteer of the Year Award will be announcing the winner for 2021! Make sure to check out the ...
Exciting news! The winner for the Volunteer of the Year Award will be announced on May 27th, 2021! Stay tuned to see who...

Telephone