fbpx
 

Wealth Advisors Workshops

Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck.

Take charge of your future

Wealth Advisors located at Ideal Credit Union* offers educational workshops 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

Topic Date & Time Location

Retirement Income Planning

Register to Attend

Thursday, May 21
6:00 PM - 7:00 PM

Maplewood Community Center
Banquet Room D
2100 White Bear Avenue
Maplewood, MN 55109

Financial Planning Expo

Register to Attend

Learn More
Thursday, August 20
5:00 PM - 7:30 PM
Central Park in Woodbury
Valley Creek Room A&B
8595 Central Park Place
Woodbury, MN 55125

*Wealth Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.

Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck

RETIREMENT PLANNING

Where do you see yourself in 10, 15, 0r 20 years?

Advisor's Monthly Article

Shielding assets from probate
Provided by Craig Lundquist

Calculators

Put your goals into perspective

No-Cost Workshops

Join us for an upcoming Wealth Management Workshop
Slider
2020 - 21 Holiday Hours

Martin Luther King, Jr. Day

Monday, January 20th
All locations closed.


President's Day
Monday, February 17th
All locations closed.


Good Friday
Friday, April 10th
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Memorial Day
Monday, May 25th
All locations closed.


Independence Day
Saturday, July 4th
All locations closed.


Labor Day
Monday, September 7th
All locations closed.


Columbus Day
Monday, October 12th
All locations closed.


Veterans Day
Wednesday, November 11th
All locations closed


Thanksgiving Day
Thursday, November 26th
All locations closed.


Day after Thanksgiving
All locations are open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Christmas Eve
Thursday, December 24th
All locations open until 1:00 p.m.
Lobby - 9:00 a.m. to 1:00 p.m.
Drive-thru - 9:00 a.m. to 1:00 p.m.


Christmas Day
Friday, December 25th
All locations closed.


New Year's Eve
Thursday, December 31
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


New Years Day (2021)
Friday, January 1st
All locations closed