When

Wednesday, December 2, 2020 from 2:00 PM to 3:00 PM CST
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Where

This is an online event. 
 

 
 

Contact

Nancy Ortiz 
Alliant Retirement and Investment Services 
773-462-2380
investment-services@alliantcreditunion.com

 

 

Life and Taxes - A Tax Time Check up 

As we near the end of 2020, it's time to take stock of your financial plan before tax season.

Join our webinar to look at the changes brought about by the SECURE Act, how life events can have an impact on retirement and estate planning, and the benefits of conducting a 1040 review.

Presented by:

Thomas A. Davia, CFP

Financial Consultant - Alliant Retirement and Investment Services

    

Learn more about Tom

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:

Alliant Retirement and Investment Services, Transamerica, and LPL Financial are all separate entities.

Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.