Ideal Credit Union will host a no-cost Retirement Planning for Business Owners webinar from 11:30 a.m.-1:00 p.m. on Wednesday, December 18, 2919. Join Ideal’s Business Relationship Specialist Josh Anderson and Senior Wealth Advisor Craig Lundquist *, who will cover topics to help business owners answer some of the most basic questions surrounding retirement planning, including: what does retirement mean to you, when do you plan to retire, how long will your retirement last and more.
Ideal Credit Union workshops are open to the community and you do not need to be a member to attend. Registration is required and can be done online at idealcu.com/business-banking/business-workshops .
Ideal started to offer quarterly workshops to businesses in March 2019. The first workshop featured Tyler Hilsabeck from the Washington County Open to Business Program , who shared the basics of starting your own business. Ideal’s second quarter 2019 workshop in June, presented by Hubbard Interactive , covered the benefits of advertising with Facebook and provided business owners with an overview of the platform. Ideal’s third quarter workshop covered the basics of QuickBooks with guest presenter Randy Morris from Fiscal Foundations . Surveys collected from attendees show rave reviews and the credit union is excited to continue to offer these valuable no-cost workshops in 2020.
To shine a spotlight on the variety of business banking services offered by Ideal CU, and highlight the unique and diverse business members we serve, Ideal started producing quarterly Business Member Spotlight videos in 2019. The one-minute videos capture the personality of each individual business owner and tells their story of how and why they started their business, and how Ideal CU has been a partner in helping meet their unique business needs.
Ideal’s mission in business banking is to provide the services, products, and resources business owners need to help their business succeed. The credit union’s priority is to help Minnesota and Wisconsin business owners increase their bottom line and enjoy a more convenient way to manage day-to-day tasks.
Ideal Credit Union will host a no-cost Retirement Planning for Business Owners webinar on Wednesday, December 18, 2019, from 11:30 a.m.-1:30 p.m. Workshops are open to the community and you do not need to be a member to attend. Registration is required and can be done online at idealcu.com/business-banking/business-workshops .