When

Wednesday, April 26, 2023 from 6:00 PM to 7:00 PM MDT

5:00 PM to 6:00 PM PDT


Add to Calendar

Where

This is an online event.
 

 
 

Contact

Rhonda Bryl
Alliant Retirement and Investment Services
773-462-8822
investment-services@alliantcreditunion.com 


 

Six Steps to Legacy Planning for the Generations 

Leave Your Mark for the Next Generation!

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? If you do nothing, your legacy will write itself—for better or worse.  Don't let that happen!

 

Join our next webinar to learn: 

  • How generational planning is replacing traditional, stuffy estate planning
  • When a legacy isn’t planned: A tale of two families (James Gandolfini and Randy Pausch)
  • How legacy planning can be a meaningful, even fun, process
  • The importance of expressing your wishes and conveying your values
  • A six-step process to start leaving your mark on the next generation

Presented by:

Jim Benages

Financial Consultant - Alliant Retirement and Investment Services

 

Learn More About Jim

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:

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.