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Estate Planning Workshop

2019 Financial Planning Expo

Join Us Thursday August 15th

Wealth Advisors located at Ideal Credit Union is excited to invite you to its annual Financial Planning Expo. This year's 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.

RSVP to Attend

Event Information

Location

Maplewood Community Center
Banquet Room C
Get Directions

Date & Time

Thursday, August 15th
6:00 PM - 7:30 PM

 

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.


Cindi Hill

MEMBERS Insurance and Investments

Topic: Social Security

Cindi Hill leads the financial planning team for Wealth Management of CUNA Mutual Group. She works closely with financial advisors nationwide consulting on various aspects of retirement planning. Her areas of expertise include IRAs and qualified retirement plans, Social Security claiming strategies, and Medicare planning.

 

Topics will include

  • Estate Planning
  • Retirement Income Planning
  • Social Security Planning
  • And more!

You Will Enjoy

  • A no-pressure learning environment
  • Insight from guest industry professionals
  • Light food and refreshements
  • Prize giveaways
  • And more!