Income for Life Workshop
Reserve your seat
Join VP of Wealth Management, Craig Lundquist, to learn about the retirement income planning process, sources of that income and more.
Event topics will include:
- Review the need for retirement income planning and sources of that income
- Consider strategies for retirement income
- Describe the income planning process available through a financial advisor & more!
Webinar Details
Webinar was held Thursday, May 30th at 6:00 PM.
Meet Your Presenter
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.There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
