Join Us:

Social Security Workshop

Join VP of Wealth Management, Craig Lundquist, and special guest Mike Mason, CRPC® CSS™ BFA™ NSSA™ as they discuss some of the most important topics regarding social security benefits.

Event topics will include:

During this webinar, you will get answers to frequently asked questions about social security, including:

  • When should you start receiving retirement benefits?
  • What is your full retirement age?
  • How much will you receive?
  • What retirement income will you have?

Webinar Details

Webinar was held Thursday, March 21st at 6:00 PM.

Please save the Webinar Workbook to use as reference during the live event.
 

Meet Your Presenters

Mike Mason

Mike Mason, CRPC® CSS™ BFA™ NSSA™

Regional Vice President, TruStage

Mike has been with CUNA Mutual Group 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. He is also registered with FINRA.

Mike Mason, TruStage and CUNA Mutual Group 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.