Educational Seminars

Take Charge of Your Future

Ideal Wealth Advisors offer educational seminars 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.

Virtual Financial Educational Workshops

Join an upcoming workshop from the comfort of your home or office, where various topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.


Upcoming Live Webinars

 Date & Time

Location

Financial Expo

Thursday, July 24th, 2025

Time: 6:00 PM CST

Microsoft Teams

Income for Life - Presented by TruStage

Tuesday, August 5th, 2025

Time: 6:00 PM CT

Zoom

Three Transitions for Retirement -Presented by TruStage

Discussing the financial, lifestyle & emotional transition to retirement and more!

Tuesday, August 18th, 2025

Time: 6:00 PM CT

Zoom