When

Tuesday, May 16, 2023 from 12:00 PM to 1:00 PM PDT
Add to Calendar

Where

This is an online event. 
 

 
 

Contact

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

 

 

The Truth About Estate Planning & Living Trusts 

One of the most important things you can do in life is to make sure you have plans in place for the care and financial future of your loved ones.

Join our webinar on estate planning to learn about taking control of your property while you're alive, and making sure you leave what you have to whom you want.

Hosted by:

Stephen Seewer and Kevin Rucker

Financial Consultants - Alliant Retirement and Investment Services

        

Presented by:

Eric E. Davidson, Esq.

Attorney at Law - Davidson Estate Law

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 

Alliant Retirement and Investment Services, Davidson Estate Law, and LPL Financial are all separate entities.

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.