Wednesday, September 22, 2021 from 6:00 PM to 7:00 PM PDT
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This is an online event. 



Elizabeth Wendt 
Alliant Retirement and Investment Services 



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:

Bill Rossitto

Financial Consultant - Alliant Retirement and Investment Services


Learn More About Bill

William Rossitto Jr. 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

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.