Medicare Planning Workshop

Join us for a webinar focusing on Medicare options, costs and limitations

Join Craig Lundquist, VP of Wealth Management and special guest Kirk Possehl from The Possehl Agency to discuss the importance of Medicare planning and learn more about the steps you can take to pursue your goals.

Topics will include:

The importance of financial education on topics like Medicare
The rules of the road for Medicare
Tips for Medicare enrollment
How to consider health care expenses when planning your retirement income
The retirement income planning process with a financial advisor
Next steps to take

Webinar Details

Webinar was held Thursday, November 7th 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.

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