Join Us:

Estate Planning Workshop

Join VP of Wealth Management, Craig Lundquist and special guest, attorney Jennifer Santini1, for a no-cost, no-obligation estate planning webinar on Thursday, September 19th.

Topics Will Include

  • The basics of estate planning
  • Why it's important to have a plan
  • Communicating decisions with family
  • The questions most important to you

Webinar Details:

Thursday, September 19th | 6:00 PM

Register to Attend

 

Meet Your Presenters

Jennifer Santini

Attorney at Sykora & Santini PLLC

Jennifer S. Santini is a founding attorney with Sykora & Santini PLLC, where she focuses her practice on estate planning, estate administration and general business law. Ms. Santini volunteers her time with Minnesota Continuing Legal Education to review and update estate planning publications and is a member of the board of directors for the East Side Learning Center.

1 Jennifer Santini is not affiliated with LPL Financial or its advisors. Opinions expressed are those of the speaker and do not necessarily represent LPL Financial or its management.

Craig Lundquist

Craig Lundquist

VP of Wealth Management

Craig brings a great deal of related investment experience to the Ideal Wealth Advisors team. He has worked in the investment and insurance industry since 2003 and is committed to sharing his knowledge with Ideal Credit Union members.

Ideal Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.