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Retirement Planning for Business Owners

Business Webinar

Retirement Planning for Business Owners

Join us for a no-Cost webinar December 18

As a business owner you take on many responsibilities. One important task that may fall to the bottom of your list is planning for retirement. As your trusted business partner, we want to provide you the information and tools to help you reach your goals.

That's why we're hosting a Retirement Planning for Business Owners webinar on Wednesday, December 18 from 11:30 AM - 1:00 PM.

Senior Wealth Advisor Craig Lundquist will cover topics to help you 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

Register Now


Meet your presenter

 

Craig Lundquist

Senior Wealth Advisor with Wealth Advisors* located at Ideal Credit Union

Craig brings a great deal of related investment experience to the Ideal Wealth Advisors team. He has worked in the investment and insurance industry since 2002 and is committed to sharing his knowledge with our members.

Meet with Craig

Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck. *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. FR-2362595.1-1218-0121
Josh Anderson - Business Relationship Specialist Photo

Josh Anderson

Business Relationship Specialist

Call Josh: 651-773-2763

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