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Estate Planning Workshop

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Estate Planning Workshop

Join Senior Wealth Advior Craig Lundquist and special guest, attorney Jennifer Santini1, for a no-cost, no-obligation estate planning webinar on Wednesday, July 15.

Register to Attend

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

Select from two sessions on Wednesday July 15

  • 12:00 PM - 1:00 PM
  • 6:00 PM - 7:00 PM

Register to Attend

NOTE: You will receive an email confirmation after registration. On Tuesday, July 14, you will receive the login information for the live webinar. A link to join the webinar will also be available on this page on Wednesday, July 15.


Meet Your Presenters

 

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

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 CBSI or its advisors. Opinions expressed are those of the speaker and do not necessarily represent CBSI or its management.

FR-1915270.1-1017-1119