Wealth Management Seminars
Stay on target with your financial goals
Wealth Advisors located at Ideal Credit Union* will be offering a series of educational seminars throughout the year at no cost and no obligation to you. Join Senior Wealth Advisor Craig Lundquist and guests to discuss some of the most relevant topics on planning for your future.
Retirement Planning - June 21, 2018
Thursday, June 21, 2018
Comfort Inn & Suites in Stillwater
2000 Washington Ave S, Stillwater, MN 55082
Join Senior Wealth Advisor Craig Lundquist to discuss some of the most basic retirement questions to ask yourself during the planning process, including what retirement means to you, at what age you plan to retire, and how long your retirement may last.
Set up a no-cost consultation
Schedule a no-cost, no-obligation consultation with Senior Wealth Advisor Craig Lundquist.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
**Guest speakers are not affiliated with CBSI or its advisors. Opinions expressed are those of the speaker and do not necessarily represent CBSI or its management.