Income for Life Workshop - Presented by TruStage™
Reserve your seat
Join us for this exclusive seminar as financial professional, Mike Mason, dives deep into ways to build wealth potential and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
Event topics will include:
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
Webinar Details
Tuesday, August 5th | 6:00 PM
Meet Your Presenter
Craig Lundquist
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.
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.
Mike Mason and TruStage are not affiliated with or endorsed by LPL Financial and Ideal Wealth Advisors.
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.
