Wealth Advisors
Educational Seminars
Wealth Management Seminars
Wealth Advisors located at Ideal Credit Union* will be offering a series of educational seminars throughout the year at no cost and no obligation to you. Join Senior Wealth Advisor Craig Lundquist and guests to discuss some of the most relevant topics on planning for your future.
Estate Planning
Join Senior Wealth Advisor Craig Lundquist and guest speaker, attorney Jennifer Santini for a no-cost, no-obligation estate planning seminar.
When & Where
Thursday, November 29th from 6:00pm to 7:00pm at Holiday Inn & Suites.
You do not need to be a member of Ideal Credit Union to attend and are encouraged to bring guests. Refreshments will be served.
Topics to be covered
- Estate Planning 101: The Basics
- Why Planning is Important
- Communicating Decisions with Family
- And more
Set up a no-cost consultation
Schedule a no-cost, no-obligation consultation with Senior Wealth Advisor Craig Lundquist.
Call 651-773-2876
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.
**Guest speakers are not affiliated with CBSI or its advisors. Opinions expressed are those of the speaker and do not necessarily represent CBSI or its management.
FR-1964306.1-1217-0120