Event Details

Estate Planning with Guest Attorney Jen Santini on Thursday, May 9th.

Join Senior Wealth Advisor Craig Lundquist and guest attorney Jen Santini for coffee and to learn more about the estate planning process. Topics will include:
  • Estate Planning 101: The Basics
  • Why having a plan is important
  • Communicating decisions with family
  • And more
Come with questions! This event is open to anyone in the community and you do not need to be a member of Ideal Credit Union to attend.
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