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Coffee Talk - Estate Planning

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Coffee Talk - Estate Planning

Join Craig Lundquist and guest speaker Jen Santini

Join Senior Wealth Advisor Craig Lundquist and guest Estate Planning Attorney Jen Santini for a morning brew as they discuss the basics of estate planning, why it is important and how to communicate decisions with family.

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Event details

Thursday, March 12
9:30 AM - 10:30 AM

Ideal Credit Union  |  Woodbury branch
8499 Tamarack Rd, Woodbury, MN 55125

About Special Guest Jen Santini

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.

Register to Attend


FR-2362218.1-1218-0121

*Wealth Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3106667.1-0520-0622

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