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Ideal CU to Hold Retirement Planning Webinar for Business Owners

Retirement Planning Business Webinar

(Woodbury, MN – December 10, 2019) Ideal Credit Union will host a no-cost Retirement Planning for Business Owners webinar from 11:30 a.m.-1:00 p.m. on Wednesday, December 18, 2919. Join Ideal’s Business Relationship Specialist Josh Anderson and Senior Wealth Advisor Craig Lundquist*, who will cover topics to help business owners answer some of the most basic questions surrounding retirement planning, including: what does retirement mean to you, when do you plan to retire, how long will your retirement last and more.

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7 Steps to a Mid-Year Financial Checkup

Man working on laptop computer.

It’s hard to believe, but 2019 is half over. Take a timeout from barbecues and beaches to give yourself a mid-year financial checkup. Use the seven steps below to guide you.

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Tracey Larsen Joins Wealth Advisors Team at Ideal Credit Union

Wealth Advisors team at Ideal Credit Union

(Woodbury, MN – June 14, 2019) Tracey Larsen has joined the Wealth Advisors team located at Ideal Credit Union. Larsen has worked in the investment industry for over 10 years, most recently with TD Ameritrade, where she served as a Senior Financial Consultant.

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Ideal CU Pays $5,800 to Youth in Financial Literacy Summer Program

Ideal CU Pays $5,800 to Youth in Financial Literacy Summer Program

(Woodbury, MN – August 4, 2016) Ideal Credit Union recently hosted two sessions of its popular “Money Talks” financial literacy program in July, attracting 58 students from around the metro area. The peer-to-peer program, led and taught by Ideal CU Student Credit Union employees, teaches students the building blocks of personal finance: budgeting, savings and investments, credit, and money management tools. Students in attendance came from all different locations, including Inver Grove Heights, Maplewood, Mahtomedi, Somerset, St. Paul, Centerville, Apple Valley, White Bear Lake and more.

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