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 |
|
Three Transitions to Retirement (CUNA Webinar) |
Tuesday, September 29 6:00 PM CST |
CUNA hosted webinar via WebEx |
|
Medicare |
Thursday, October 22 6:00 PM CST |
Webinar via WebEx |
|
Estate Planning Registration to open closer to event date |
Thursday, November 12 (Details TBD) | TBD |
