Where
This is an online event.Contact
Nancy OrtizAlliant Retirement and Investment Services
773-462-8822
investment-services@alliantcreditunion.com
Navigating Today’s Tax Environment
Want to take more control over your taxes?
On our next webinar, we'll talk about your taxes and how they are changing this year. Learn how to look at your portfolio through a tax-efficiency lens and see what you can do to help manage the taxes on your investments.Hosted by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
Featured Guest Speaker:
Karen Hofmann, CLU®, ChFC®, CASL®
Vice President, Advanced Planning Retirement and Life Distribution, Prudential Financial, Inc.
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:
This information is not intended to be a substitute for specific individualized tax or legal advice. Individual tax or legal matters should be discussed with your tax or legal professional. Neither LPL Financial, nor its registered representatives, offer tax of legal advice.
Alliant Retirement and Investment Services, Prudential Financial, and LPL Financial are all separate entities.
Please note: Prudential Annuities® is providing this workshop for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.