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Join Us:

Estate Planning Workshop

Join Wealth Management Advisor, Craig Lundquist and special guest, attorney Jennifer Santini1, for a no-cost, no-obligation estate planning webinar on Thursday, March 16th.

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

Webinar Details:

Thursday, March 16th | 6:00 PM

Register Today

Webinar via WebEx: You will need to download the free WebEx desktop or mobile app to attend. You may also install a temporary application that will require you to accept WebEx Terms & Conditions. You can learn more about WebEx and test it on your computer or device on the WebEx website.

NOTE: You will receive an email confirmation after registration. You will receive an email with login information for the live webinar the day before the event. A link to join the webinar will also be available on this page on the day of the event.

 

Meet Your Presenters


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


Craig Lundquist

Craig Lundquist

Wealth Management Advisor

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 2003 and is committed to sharing his knowledge with Ideal Credit Union members.

Ideal Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.