When

Tuesday, February 16, 2021 from 12:00 PM to 1:00 PM MST
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Where

This is an online event. 
 

 
 

Contact

Rhonda Bryl 
Alliant Retirement and Investment Services 
773-462-2380
investment-services@alliantcreditunion.com

 

 

Principles of Preserving Wealth Through Estate Planning 

We invite you to join us for an educational presentation on Asset Protection and Estate Planning.

 

As part of a holistic financial plan, we will 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.

Hosted by:

Kim Kennedy and Malcolm Horn,CFP 

Financial Consultants - Alliant Retirement and Investment Services

 

Guest Speaker

David Urban, Esq.

Estate Planning Attorney - Urban Law

About David

David advises clients in all aspects of estate planning and administration, contract law, business law and real estate sales. He is dedicated to each client’s individual needs as he guides them through the legal process.

In 2007, David served as a judicial intern to First Justice Robert W. Langlois in the Middlesex Probate and Family Court in Cambridge, Massachusetts. The following year he clerked for the United States Attorney’s Office in Denver, Colorado, where he drafted memoranda of law used in the sentencing phase of United States v. Joseph P. Nacchio (the largest insider trading case at the time). Between 2009 and 2011, David served as an Associate at two law firms in Massachusetts. The first position allowed him the opportunity to represent individual and corporate clients in a wide array of business litigation. One year later, he joined the Law Office of Frank Grimaldi in Cambridge, Massachusetts where he focused primarily on family and probate law, as well as estate planning.

Since starting Urban Law in 2011, David has worked on a wide variety of business law, estate planning, probate, and real estate cases throughout Colorado.

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:

David Urban, Esq. is not affiliated with LPL Financial.