When

Wednesday, November 28, 2018 from 6:00 PM to 7:30 PM CST
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Where

Wilder Mansion
211 Prospect Avenue
Wilder Room
Elmhurst, IL 60126

 
Driving Directions

Contact

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

 

 

The New Tax Law Workshop: Questions Every Person and Family Must Answer Soon!

Everyone is wondering...

  • How do the new tax laws affect me and my family?
  • Will these tax rules cost me money or will I benefit?
  • How can I position myself and my family to benefit even more?
  • What do I need to change now and in the future?
  • What do I need to worry about?

Attend our complimentary workshop and learn what you need to consider right now: 

  • How the new tax rules may impact your retirement planning strategy
  • Why paying off your mortgage may be smarter than ever
  • Why making several years of charitable donations at one time may make sense
  • The inflation change in the tax code that could lead to higher taxes in the future
  • Why new estate planning rules could accidentally disinherit your children

Friends and Family are welcome to attend!   

Reservations are required as dinner will be served.  48-hour notice in the event of cancellation is appreciated.  We look forward to seeing you there! 

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Presented by:

Thomas A. Davia, CRC®, CRPC®

Financial Consultant - Alliant Retirement and Investment Services

       

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Alliant Credit Union and Alliant Retirement and Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The financial consultants of Alliant Retirement and Investment Services are registered representatives of LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.

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