ALLIANT Retirement and Investment Services logo

When

Tuesday, March 26, 2019 from 6:30 PM to 8:00 PM MDT
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Where

The Recreation Center at Eastridge
9568 University Blvd
Highlands Ranch, CO 80126

 

Contact

Rhonda Bryl 
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! 

More money in your paycheck means more money to spend, save, or invest...but careful planning is needed. Join us for an informative presentation to discuss the new Tax Law and learn what you need to consider right now.

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!  

Presented by:

Malcolm Horn,CFP® and Kim Kennedy

 Financial Consultants - Alliant Retirement and Investment Services

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

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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.