11:00 AM to 12:00 PM MST
1:00 PM to 2:00 PM CDT
Rhonda Bryl
Alliant Retirement and Investment Services
773-462-8822
investment-services@alliantcreditunion.com
Tax planning in retirement can be unexpectedly difficult.
Kim Kennedy and Malcolm Horn, CFP®
Financial Consultants - Alliant Retirement and Investment Services
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: