Estate Matters: Principles of Preserving Wealth

As part of a holistic financial plan, we’ll discuss: 

• Preserving assets you’ve spent a lifetime building
• Protecting your spouse, children, or other heirs 
• Ensuring that your assets are distributed how and when you want them to be
• Fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death.

I look forward to helping you along your path to retirement, and hope to see you there.

Reservations are required as dinner will be served.  48-hour notice in the event of cancellation is appreciated. 

Presented by:

Peter Hora

Financial Consultant - Alliant Retirement and Investment Services

_____________________________________________________________________________

With the news that the branches are closing, I want to assure you: 

I am still available to assist you in your financial journey.

Feel free to contact me at any time to schedule a review of your financial plan. I look forward to speaking to you soon.

• Office: 773-462-3718
• Cell: 312-282-3358
• 800-328-1935 ext. 3718
• phora@alliantcreditunion.com

_____________________________________________________________________________