Financial Planning Expo | MN Financial Literacy

Estate Planning Workshop

Join VP of Wealth Management, Craig Lundquist and special guest, attorney Jennifer Santini*, for a no-cost, no-obligation estate planning webinar on Thursday, September 17th.

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

*Jennifer Santini is not affiliated with LPL Financial nor endorsed by LPL Financial and Ideal Wealth advisors.

Start Date/Time

9/17/2026 6:00:00 PM

End Date/Time

9/17/2026 7:30:00 PM

Cindi K. Hill

CFP®, ChFC®, RICP®, CRPC®, ABFP®, NSSA®
Owner, CKH Retirement Pathways

Cindi is the founder of CKH Retirement Pathways, working with financial advisors to strengthen retirement planning services and deepen client relationships. She specializes in IRAs, Social Security, and Medicare planning, helping bring clarity to complex retirement income decisions. She supports advisors through case design and client engagement and is a nationally sought-after speaker, presenting at conferences and events across the country. Cindi is based in the Greater Minneapolis area.

Nick Fiano

Divisional Wealth Management Capital Group Consultant

Nick Fiano is a divisional wealth management consultant at Capital Group, covering Minnesota and Nebraska. He has four years of investment industry experience and joined Capital Group in 2026. Prior to joining Capital, Nick worked as a senior internal regional consultant at Federated Hermes. He holds an MBA from the University of Pittsburgh Katz School of Business and a bachelor's degree in biology from California University of Pennsylvania. He is also a Level II candidate in the Chartered Financial Analyst® program. Nick is based out of the Greater Minneapolis area.

Cindi K. Hill

CFP®, ChFC®, RICP®, CRPC®, ABFP®, NSSA®
Owner, CKH Retirement Pathways

Nick Fiano

Divisional Wealth Management Capital Group Consultant

Cindi K. Hill

CFP®, ChFC®, RICP®, CRPC®, ABFP®, NSSA®
Owner, CKH Retirement Pathways

Nick Fiano

Divisional Wealth Management Capital Group Consultant

Disclaimers

Cindi Hill, CKH Retirement Pathways, Nick Fiano, and Capital Group are not affiliated with or endorsed by LPL Financial and Ideal Wealth Advisors.

This presentation was created for informational purposes only and is not intended as investment advice. There are risks associated with investing, including possible loss of principal.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ideal Credit Union and Ideal Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ideal Wealth Advisors, and may also be employees of Ideal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Ideal Credit Union or Ideal Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Ideal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.