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2020 Financial Planning Expo

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2020 Financial Planning Expo

Wealth Advisors located at Ideal Credit Union is excited to invite you to its annual Financial Planning Expo. Due to COVID-19, this year's event will be held virtually via WebEx webinar. The event will feature guest professionals with expertise in the following areas:

  • Retirement income planning
  • Estate planning
  • Social Security planning

Whether you are in the process of planning for the future, want to review your current situation, or just have some questions, we look forward to being a resource for achieving your goals.

Thursday, August 20
6:00 PM - 7:30 PM

Webinar via WebEx

Register to Attend


NOTE: You will receive an email confirmation after registration. On Wednesday, August 19, you will receive the login information for the live webinar. A link to join the webinar will also be available on this page the day of the webinar on Thursday, August 20.

Webex Event Center will be used for the live webinar. You can test this free application on the Webex website here or download the free WebEx App available in your app store.

Meet Senior Wealth Advisor Craig Lundquist and Your Guest Speakers

 

Craig Lundquist

Senior Wealth Advisor with Wealth Advisors located at Ideal Credit Union

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 2002 and is committed to sharing his knowledge with our members.

Meet with Craig

Mike Mason

MEMBERS Insurance and Investments

Topic: Income for Life

Mike has been with CUNA Mutual Group since 2000. He studied finance and management in college, and has earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. He is also registered with FINRA.


Jennifer Santini

Attorney at Sykora & Santini PLLC

Topic: Estate Planning

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.