Jul 14

Creating an Estate Plan for Your Family

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan aims to help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

Join our webinar on Estate Planning Basics, to learn why you need an estate plan, and all about wills, trusts, life insurance, and key tax basics, including an overview of the federal gift tax and transfer tax.

Virtual location

You will receive a confirmation email with a URL.

Jul 14, 2026 06:00pm CT

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Presented by:

Joe Gaspari

Financial Consultant - Alliant Retirement and Investment Services

About Joe

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.