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.
Financial Planning Expo: Wednesday, August 15th
Join Wealth Advisors and guest industry professionals for a no-cost, no-obligation Financial Planning Expo on Wednesday, August 15th from 6:00pm to 7:30pm at the Maplewood Community Center.
Topics to be covered
- Rethinking Diversification: Exploring new possibilities for risk management
- Social Security and your retirement: Knowing the rules of the road
- Estate Planning
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.