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 |
|
Estate Planning Webinar |
Wednesday, July 15 Two sessions available 12:00 PM - 1:00PM |
Webinar via WebEx |
|
Women and Investing (CUNA Webinar) |
Tuesday, July 28 6:00 PM |
CUNA hosted webinar via WebEx |
|
Financial Planning Expo (Webinar) |
Thursday, August 20 6:00 PM - 7:30 PM |
Webinar via WebEx |
|
Three Transitions to Retirement (CUNA Webinar) |
Tuesday, September 29 6:00 PM |
CUNA hosted webinar via WebEx |
