Educational Seminars

Wealth Advisors

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.

Retirement Planning - Thursday, December 13th

Retirement Planning

Join Senior Wealth Advisor Craig Lundquist for a no-cost, no-obligation retirement planning seminar.

When & Where

Thursday, December 13th from 6:00pm to 7:00pm at Ideal Credit Union's Hugo branch.

You do not need to be a member of Ideal Credit Union to attend and are encouraged to bring guests. Refreshments will be served.

Topics to be covered

What retirement means to you
What age you plan to retire
How long your retirement may last and more

Reserve your seat

Set up a no-cost consultation

Schedule a no-cost, no-obligation consultation with Senior Wealth Advisor Craig Lundquist.

Make an Appointment

Call 651-773-2876

*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.

FR-1964306.1-1217-0120