Wealth Management Seminars
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.
Income for Life
Join Senior Wealth Advisor Craig Lundquist and guest speaker Mike Mason to learn about the retirement income planning process, sources of that income, and more.
When & Where
Thursday, October 11th from 6:00pm to 7:00pm at Central Park in Woodbury.
You do not need to be a member of Ideal Credit Union to attend and are encouraged to bring guests. Refreshments will be served.
Topics to be covered
- Review the need for retirement income planning and sources of that income
- Consider strategies for retirement income
- Describe the income planning process available through a financial advisor
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.