Estate Matters: Principles of Preserving Wealth

I invite you to join me for an educational presentation on Estate Management.

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

Presented by:

Jim Benages

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Jim

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:

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.