Tuesday, November 16, 2021 from 12:00 PM to 1:00 PM CST
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Nancy Ortiz 
Alliant Retirement and Investment Services 



Estates and Trusts Planning

Estate and Trust Planning Isn’t Just for Retirees.

Planning for your estate is very important to your financial plan, and has a major impact on who receives your assets upon death and who will control the process of handling your estate. Major topics discussed include:

  • What is an estate?
  • Why set up a trust?
  • Different types of trusts

Information is also provided about power of attorney, living wills, final wills and testaments, so that you’ll be informed about all the estate planning essentials.

Presented by:

Joe Gaspari

Financial Consultant - Alliant Retirement and Investment Services


Learn More About Joe

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:

Neither LPL Financial, nor its registered representatives offer tax or legal advice.  We recommend you discuss your specific situation with a qualified tax or legal advisor.

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.