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.
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
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
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
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.