Where
This is an online event.Contact
Nancy Ortiz
Alliant Retirement and Investment Services
773-462-2380
investment-services@alliantcreditunion.com
Estate Matters: Principles of Preserving Wealth
Estate and Trust Planning Isn’t Just for Retirees.
Planning for your estate is very important to your financial plan, and has a major impact on who receives your assets upon death and who will control the process of handling your estate. Major topics discussed include:
- 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.
We hope you will join us!
Presented by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are:
