5 Financial Planning Strategies 

to Help Navigate the Current Crisis

The Coronavirus, economic downturn, low-interest environment and the increased market volatility has many Americans feeling nervous and uncertain.

Join us for a webinar to discuss five strategies to help navigate the current crisis including:

• Retirement related relief for COVID-19 impacted individuals
• IRA distribution strategies after the SECURE Act
• Gift and estate planning strategies
• Investment strategies in a volatile market
• Roth conversion strategies in the current market and tax environment

Presented by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services

Learn more about Tom

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.

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: