ALLIANT Retirement and Investment Services logo

When

Monday, February 11, 2019 from 12:00 PM to 1:00 PM MST
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Where

Denver Tech Center
4600 South Syracuse Street
1st Floor Conference Room
Denver, CO 80237

 
Driving Directions

Contact

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

 

 

Principles of Preserving Wealth Through Estate Planning 

As part of a holistic financial plan, we will discuss:

  • Strategies and essential estate planning documents that help preserve the assets you have spent a lifetime accumulating
  • Legal methods to protect your spouse, children, or other heirs from creditors, predators, or themselves
  • How to ensure your assets are distributed according to your wishes
  • Fundamental Estate Planning principles including how to avoid probate and other court proceedings

We look forward to helping you learn more about this important topic.

Feel free to bring family and friends!  

Hosted by:

Malcolm Horn,CFP® and Kim Kennedy

Financial Consultants - Alliant Retirement and Investment Services

  Financial Consultants Malcolm Horn, CFP(R) and Kim Kennedy

Special Guest: 

Penny Myers, Attorney-At-Law

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We are available to assist you in your financial journey.

Feel free to contact us at any time to schedule a review of your financial plan. 

We look forward to speaking to you soon.

Kim Kennedy

 

Malcolm Horn, CFP®

Office: 773-462-3672

 

Office: 773-462-3669

Cell: 312-259-4550

 

Cell: 773-707-5205

800-328-1935 ext. 3672

 

800-328-1935 ext. 3669

kkennedy@alliantcreditunion.com

 

mhorn@alliantcreditunion.com
  • 200 Union Blvd, Suite 200  Lakewood, CO 80228
  • 4600 South Syracuse, 9th Floor  Denver, CO 80237

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Penny Myers is not affiliated with LPL Financial.

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.