Evening Education
Evening Education
These quarterly, one-hour seminars are hosted by Lundervold Financial and may include outside partner speakers. They cover a wide range of topics such as estate planning, market outlook, Social Security, Medicare and taxes.
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After Hours
After Hours
Our after-hours events are sales-free zones open to all who want to attend! Join us as we enjoy refreshments, each other's company and opportunities to explore new topics.
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Retirement Education Courses
Retirement Education Courses
Offered through The Prepare Institute, a national nonprofit educational institution, these classroom-style courses educate adults between the ages of 50 and 70 on all aspects of retirement, including issues related to taxes, investments, income, legacy, and health care.
Single Day Events
Two-Day Events
Client Appreciation Events
Client Appreciation
When you become part of the Lundervold Financial family, you are invited to our annual client events. These events are by invitation only and are all about thanking our valued clients for their business.
The Psychology of Retirement
The Psychology of Retirement
Throughout the year, we host free viewings of “The Pyschology of Retirement,” a movie that offers insights from a host of industry experts on how baby boomers in the “Peak 65” era can turn their retirement concerns into confidence.
Profeds for Federal Employees
ProFeds for Federal Employees
Federal employee benefits don’t need to be confusing or frustrating. Attend one of our FedImpact workshops to better understand your benefits, face the future with optimism and become the hero of your retirement story.