May 14

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.

Virtual location

You will receive a confirmation email with a URL.

May 14, 2024 02:00pm PT

Hosted by:

Stephen Seewer and Kevin Rucker

Financial Consultants - Alliant Retirement and Investment Services

About Stephen

About Kevin

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:

Not Insured by NCUA or Any

Other Government Agency

Not Credit Union

Guaranteed

Not Credit Union Deposits

or Obligations

May Lose

Value

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.