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

Medicare Lobby Day

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

Estate Planning Workshop

Register Today

Thursday, December 7, 2023

6:00 pm

Webinar via WebEx