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