Broker Check
18 July
Seminar: Finances and Estate Planning


When it comes to finances there are numerous considerations to be made. When should I start saving? How much do I need to save? How do I protect the assets I have accumulated? These and many more questions will be covered on July 18th at this must see seminar. Terry Sandvold, CEO of Sandvold Financial Group, and Chuck Roulet, Attorney at Roulet Law Firm will be discussing key considerations at each life stage. Hors d'oeuvres and drinks will be provided. 

A little bit about the speakers...

Terry Sandvold, CEO and founder of Sandvold Financial Group, started Sandvold Financial Group with an idea and mission to help as many people as possible reach their financial goals. Through his meticulous attention to detail and passion for customer service, he has helped families and individuals achieve those goals in a timely and efficient manner. Terry’s in-depth conversations lead to understanding a client’s goals to create individualized and comprehensive strategies to meet those goals, and it has given him the opportunity to expand Sandvold Financial Group. 

Chuck Roulet is a nationally recognized attorney, author, and speaker who is passionate about helping his clients protect their life savings and their families through comprehensive planning. Chuck has earned significant recognition during his career as an estate planning attorney. Chuck earned his undergraduate degree from Georgetown University in Washington, DC, and his juris doctor from William Mitchell College of Law where he earned the CALI Award for being the top student in his class in the area of estates trusts. Chuck worked for large law firms in Washington, DC and in Minneapolis before leaving to start his own firm with a focus on estate planning, business, and asset protection.

Date and Time

Tue, Jul 18, 2023

6:00p - 7:30p CST


Sandvold Financial Group

10900 Wayzata Blvd
Minnetonka , MN 55305


The seminar will be held in the Training Room on the 1st Floor. When you enter the building go past the elevators, turn right, and it will be at the end of the hallway on the left. We will have staff present to direct attendees.

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