2022 Year-End Financial Planning Checklist 

Ready to wrap up 2022?

Fall is an ideal time to examine your financial health and update your financial plans.

Together we'll discuss a list of eight areas that might make a difference in your year-end review and plans for next year. 

Presented by:

Bill Rossitto

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Bill

Bill Rossitto is a registered representative with, and 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:

CA Insurance Lic# 0C81396