Wealth Advisors Workshops Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck. Take charge of your future Wealth Advisors located at Ideal Credit Union* offers educational workshops 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. Upcoming Workshops Wealth Advisors Events Wealth Advisors located at Ideal Credit Union provides a series of educational events throughout the year. Choose from the topics below to register to attend. We can't wait to help you achieve your goals! UPCOMING LIVE WEBINARS DATE & TIME LOCATION No Upcoming Webinars at This Time CUNA MUTUAL GROUP Hosted Events Wealth Advisors located at Ideal Credit Union are registered representatives of CUNA Brokerage Services, Inc. As part of this relationship, we encourage you to attend one of the webinars hosted by CUNA MUTUAL GROUP below. TOPIC DATE & TIME LOCATION Rollover Planning Register to Attend Tuesday, November 30 at 6:00PM Central Webinar via WebEx Income for Life Register to Attend Tuesday, December 7 at 6:00PM Central Webinar via WebEx These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully. Wealth Advisors Wealth Advisors Retirement Planning Annuities Investment Options Educational Seminars Call 651-773-2876 Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck. *Wealth Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3106667.1-0520-0622 (651) 770-7000 Make an Appointment Privacy Policy 296076262 The Ideal Life is Social Facebook Twitter LinkedIn Instagram NCUA Equal Housing Opportunity NMLS# 401783 Routing# 296076262 Contact Us (651) 770-7000 (800) 247-0857 CURRENT RATES WHAT'S NEW Educational Seminars Member Discounts $1,000 Monthly Winner MEO CODE CONTACT US MAKE AN APPOINTMENT BRANCHES & ATMS MEMBERSHIP Become a Member Apply for a Loan CAREERS ABOUT IDEAL CU Our Story In the Community Read Our Blog Press Room Read Our Newsletter ADA Statement © Copyright 2021 Ideal Credit Union - Website Provided by 'corePHP' LLC