Financial Planning Expo

Ideal Wealth Advisors are excited to invite you to the annual Financial Planning Expo

The event will feature guest professionals with expertise in the following areas:

  • Mid-Market Review with guest speaker Pete Deavan1
  • Social Security Planning with Mike Mason, CRPC® CSS™ BFA™ NSSA™2
  • Medicare Planning with Kirk Possehl from The Possehl Agency3

Whether you are in the process of planning for the future, want to review your current situation or just have some questions, Ideal Wealth Advisors look forward to being a resource for pursuing your goals.

Webinar Details

Webinar was held Thursday, July 18th at 6:00 PM.

Meet Your Presenters

Pete Deavan

Pete Deavan is a wholesaler at American Funds, part of Capital Group, covering the Twin Cities metro area, southern Minnesota and western Wisconsin. Pete has more than 20 years of investment industry experience and has been with Capital Group for over 10 years. Before joining Capital, he worked as a Vice President at John Hancock.

Pete holds a Bachelors Degree in Business Management from Bridgewater University. He is also a member of the Financial Planning Association and the Investment Management Consultants Association. Pete is based in Eden Prairie, Minnesota.

1 Pete Deavan and American Funds are not affiliated with LPL Financial or its advisors. Opinions expressed are those of the speaker and do not necessarily represent LPL Financial or its management.

Mike Mason

Mike Mason, CRPC® CSS™ BFA™ NSSA™

TruStage™

Mike has been with TruStage since 2000. He studied finance and management in college, and has earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning.

2 Mike Mason and TruStage are not affiliated with or endorsed by LPL Financial and Ideal Wealth Advisors.

Craig Lundquist

Craig Lundquist, MBA, ChFC®, CRPC®

VP of Wealth Management

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 2003 and is committed to sharing his knowledge with Ideal Credit Union members.

3 Kirk Possehl and The Possehl Agency are not affiliated with or endorsed by LPL Financial and Ideal Wealth Advisors.