Join Us:

Retirement Income Planning

Join Wealth Management Advisor, Craig Lundquist for an educational webinar covering some of the most basic retirement questions and explore how your answers to those questions help shape and balance the main goals of any successful retirement income plan:

  • Maximize your ability to enjoy retirement
  • Manage the risk of outliving your income
  • Manage the risk of unexpected life events

Webinar Details

Thursday, March 20, 2025 | 6:00 PM

Meet Your Presenters

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.

Ideal Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.