When

Tuesday, April 23, 2019 from 6:00 PM to 7:30 PM CDT
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Where

Elgin Public House
219 East Chicago Street
Elgin, IL 60120

 
Driving Directions

Contact

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

 

 

Estate Matters: Principles of Preserving Wealth

I invite you to join me for an educational presentation on Estate Management.

As part of a holistic financial plan, we’ll discuss: 

  • Preserving assets you’ve spent a lifetime building
  • Protecting your spouse, children, or other heirs 
  • Ensuring that your assets are distributed how and when you want them to be
  • Fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death.

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

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Presented by:

Joe Gaspari

Financial Consultant - Alliant Retirement and Investment Services

 Financial Consultant Joe Gaspari

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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.