Mar 13

Retirement: Building a Comfortable Lifestyle for Tomorrow

Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. And for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

Join our webinar to learn how to put together a retirement road map that estimates your retirement expenses and retirement income, and may include using tax-advantaged savings vehicles like IRAs and 401(k)s.

Virtual location

You will receive a confirmation email with a URL.

Mar 13, 2025 10:00am CT

Presented by:

Shaun B. Floresca

Financial Consultant - Alliant Retirement and Investment Services

About Shaun

Financial professionals are registered reps 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:

Not Insured by NCUA or Any

Other Government Agency

Not Credit Union

Guaranteed

Not Credit Union Deposits

or Obligations

May Lose

Value

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional.

During this presentation, stocks, bonds, mutual funds, ETFs, fixed and variable annuities will be discussed, which has various risks including loss of principal and may not be suitable for every investor.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.