Feb 06

Estate Planning with Attorney Matt Margolis

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 Estate Planning Q&A session with Matthew R. Margolis, Estate Planning and Elder Law Attorney with Margolis Weldon LLC. Together we’ll discuss taking control of your property while you're alive, and making sure you leave what you have to whom you want.

Please note: Alliant Retirement and Investment Services, Matthew R. Margolis, Margolis Weldon LLC, and LPL Financial are all separate entities.

Virtual location

You will receive a confirmation email with a URL.

Feb 06, 2025 03:00pm CT

Presented by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services

About Tom

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

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.

Alliant Retirement and Investment Services, Matthew R. Margolis, Margolis Weldon LLC, and LPL Financial are all separate entities.