Educational Seminars
Take Charge of Your Future
Ideal Wealth Advisors offer educational seminars aimed at providing you with the know-how to take charge of your financial future.
During these no-cost, no-obligation workshops you'll learn about the various factors that contribute to a well rounded financial plan and get answers to the questions that are most important to you and your specific goals.
Upcoming Workshops
Ideal Wealth Advisors provide a series of educational events throughout the year. Choose from the topics below to register to attend. We can't wait to help you achieve your goals!
Upcoming Events | Date & Time | Location |
Preregistration is not required |
Monday and Tuesday, November 20 and 21, 2023 1:00 pm - 4:00 pm |
Ideal Credit Union, Woodbury Lobby 8499 Tamarack Road, Woodbury |
Thursday, December 7, 2023 6:00 pm |
Webinar via WebEx |