When

Tuesday, January 10, 2023 from 12:00 PM to 1:00 PM PST
Add to Calendar

Where

This is an online event. 
 

 
 

Contact

Elizabeth Wendt 
Alliant Retirement and Investment Services 
773-462-8822 
investment-services@alliantcreditunion.com 

 

 

Seven Things You Need to Do Before You Retire 

Are you as prepared for retirement as you’d like to be?

With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can profoundly impact your retirement plan.

Join our presentation to learn more about:

  • Timing your retirement and determining how much savings you might need
  • Maximizing your retirement savings strategy now and what to do as you approach retirement
  • What to expect from Social Security and how to build a retirement income stream
  • Factors, other than money, that can have a considerable effect on your retirement

Presented by:

Stephen Seewer and Kevin Rucker

Financial Consultants - Alliant Retirement and Investment Services

        

Stephen Seewer and Kevin Rucker are registered representatives with, and 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:

Stephen Seewer: CA Insurance Lic# 0A82045, Kevin Rucker: CA Insurance Lic# 0L76223

All financial decisions and investments involve risk, including possible loss of principal. No strategy assures success or protects against loss. Investors should consider the investment objectives, risks, charge and expenses of the investment company carefully before investing.