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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

Social Security

Reserve Seats

Tuesday, April 30th 6:00 PM - 7:00 PM Maplewood Community Center
Banquet Room C
2100 White Bear Avenue
Maplewood, MN 55109

Coffee with Craig

Reserve Seats

Thursday, May 9th 9:30 AM - 10:30 AM Ideal CU Woodbury Branch
8499 Tamarack Rd
Woodbury, MN 55125

Income for Life

Reserve Seats

Thursday, May 30th 6:00 PM - 7:00 PM

Central Park in Woodbury
Valley Creek Room A&B
8595 Central Park Pl, Woodbury, MN 55125

Retirement Income Planning

Reserve Seats

Thursday, June 20th

6:00 PM - 7:00 PM Maplewood Community Center
Banquet Room C
2100 White Bear Avenue
Maplewood, MN 55109

Financial Planning Expo

Reserve Seats

Thursday, August 15th 6:00 PM - 7:30 PM Maplewood Community Center
Banquet Room C
2100 White Bear Avenue
Maplewood, MN 55109
Wealth Advisors Team Photo

Wealth Advisors Team

Call us: 651-773-2876

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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

Some Changes Are Coming for 401(k)s
Provided by Craig Lundquist

Calculators

Put your goals into perspective

No-Cost Workshops

Join us for an upcoming Wealth Management Workshop
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2018 - 19 Holiday Hours

Christmas Eve (2018)
Monday, 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 (2018)
Tuesday, December 25th
All locations closed.


New Year's Eve (2018)
Monday, 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 (2019)
Tuesday, January 1st
All locations closed



Martin Luther King Jr Day
Monday, January 21st
All locations closed.


Presidents' Day
Monday, February 18th
All locations closed.


Good Friday
Friday, April 19th
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 27th
All locations closed.


Independence Day
Thursday, July 4th
All locations closed.


Labor Day
Monday, September 2nd
All locations closed.


Columbus Day
Monday, October 14th
All locations closed.


Veterans Day
Monday, November 11th
All locations closed


Thanksgiving Day
Thursday, November 28th
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.