Workshops, seminars, Ideal sponsored events & more.
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The New Horizon of Long Term Care
Join Senior Wealth Advisor Craig Lundquist and guest speaker Rob Johnson from Lincoln Financial Distributors as they discuss the importance of having a long-term care plan and go over the ways you can prepare yourself for a Long Term Care event.

When & Where
Thursday, September 26th  |  6:00 PM - 7:00 PM
Maplewood Community Center
2100 White Bear Avenue, Maplewood, MN 55109


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QuickBooks 101 Workshop
For Business Owners

Attend our no-cost Quickbooks 101 Workshop on Friday, September 27th to learn the benefits, features and capabilities of Quickbooks and get an overview of how to get started. Lunch will be provided by Ideal Credit Union.

When & Where
Friday, September 27th  |  11:30 AM - 1:30 PM
Ideal Credit Union  |  Woodbury Branch
8499 Tamarack Road, Woodbury, MN 55125


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Home Selling Education
If you’re planning to sell your home, this is one seminar you won’t want to miss! Join Ideal CU’s Senior Mortgage Loan Advisor Cynthia Stewart and local real estate and home staging professionals as they discuss the home selling process, tips and tricks to optimize your profit and more

When & Where
Thursday, October 24th  |  6:00 PM - 8:00 PM
Country Inn & Suites
3505 Vadnais Center Drive, Vadnais Heights, MN 55127


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Medicare Planning Workshop
Join Senior Wealth Advisor Craig Lundquist and special guest Mike Mason from Members Insurance & Investments to discuss the importance of medicare planning and learn more about the steps you can take to achieve your goals.

When & Where
Thursday, October 24th  |  6:00 PM - 7:00 PM
Holiday Inn Lake Elmo
Stillwater/Bayport Room
8511 Hudson Blvd, Lake Elmo, MN 55042


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Estate Planning Workshop
Join Senior Wealth Advisor Craig Lundquist and special guest, Attorney Jen Santini, as they discuss the importance of Estate Planning. Topics will include the basics of estate planning, why having a plan is important, and communicating decisions with your family.

When & Where
Thursday, November 14th  |  6:00 PM - 7:00 PM
Central Park in Woodbury
Valley Creek Room A&B
8595 Central Park Pl, Woodbury, MN 55125


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