Join Us:

Social Security Workshop

Join VP of Wealth Management, Craig Lundquist, and special guest Mike Mason from TruStage™ 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:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans

Webinar Details

This webinar will be held Tuesday, November 4th at 6:00 PM

Register to Attend

Meet Your Presenters

Mike Mason

Mike Mason, CRPC® CSS™ BFA™ NSSA™

Regional Vice President, 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. He is also registered with FINRA.

Mike Mason and TruStage™ 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.