Attend a Financial Seminar, Workshop or Client Event with
Lundervold Financial

Get the information that can help you live a confident retirement.

Your Financial Future Begins With a Clean Visit

  • Lundervold Financial has adopted the following best practices for ensuring our visitors and our staff are as safe as possible:
  • We’ve allowed more time between appointments to sanitize our offices after every visit. 
  • Our team follows strict cleaning guidelines, and we ask that our visitors do the same. 
  • We offer virtual visits if you prefer to stay home. Let us know in the comments box, or tell us when you call to schedule a visit. 

Learn More About Lundervold Financial’s Events

After Hours Events

These after-hours events are strictly about fun, learning, creating and community. After hours events are sales-free zones for our clients and their friends and families. After-hours events have included:

  • Crafts (cookie bouquets, holiday decorations)
  • DIY projects (kitchen and bath trends from Kohler; home decor tips from Hirshfield’s)
  • Home budgeting tips
  • Get organized (packing tips from a Cabi Clothing rep)

Who should attend: Open to all, small groups of up to 12

Dinner Seminars with Ryan Lundervold

These invitation-only events are a great way to meet Ryan and learn about his approach to helping people plan for retirement and financial clarity. For the first 15 minutes, meet and mingle with other attendees, then Ryan gives a short presentation to talk about our signature Blueprint for Financial Clarity. Guests can ask questions and arrange to meet with Ryan for a portfolio analysis. To request an invitation, sign up for a dinner event and one of us will be in touch with you. 

Who should attend: Anyone planning for retirement or in retirement who has questions about Social Security, taxes, retirement plans, health insurance and life insurance as an investment tool

Lundervold Financial’s Lunch and Learn Events

We hold these events at the office of Lundervold Financial. We offer a box lunch and a one-hour program that covers much of the same topics that we cover during our dinner seminars, but here we cover one topic per lunch in a little more depth — life insurance as an investment or understanding Social Security as a retirement tool, for example. Not available at lunch? We repeat the programming during our Wine and Wisdom events.

Who should attend: Clients and prospective clients

Wine and Wisdom with Lundervold Financial

For those of you who prefer wine and happy hour over a mid-day lunch-and-learn, Ryan Lundervold repeats the topic. Enjoy a glass of wine and snacks while Ryan talks about the scheduled topic and takes your questions. 

Who should attend: Clients and prospective clients

Lundervold Financial’s Client Appreciation Events

When you become part of the Lundervold Financial community, you’ll be invited to our annual event, which varies from year to year. Our annual client appreciation event is all about thanking our clients for being part of the Lundervold Financial family. 

Who should attend: Clients only, by invitation

Private Events with Ryan Lundervold

Ryan and the Lundervold Financial Team are available to meet with clients and prospective clients one-on-one or in a small group setting. These private events are great ways for existing clients to introduce Ryan to their beneficiaries and answer questions about estate planning. We can meet with small business owners and their employees to set up retirement plans and answer questions. Whether it’s a round of golf, a sporting event, Schedule a round of golf, join us for dinner, come to the office or Ryan will come to you — contact us today to set up a private event. 

Don't see your topic on the calendar?

Request more information, and we will be in touch.

Upcoming Events:

Don't see the event you're looking for? Contact us for upcoming events.

Upcoming Client Referral Events:

Don't see the event you're looking for? Contact us for upcoming events.

Rather Meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.