When

Tuesday, July 7, 2020 from 2:00 PM to 3:00 PM CDT
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Contact

Nancy Ortiz 
Alliant Retirement and Investment Services 
773-462-2380
investment-services@alliantcreditunion.com

 

 

Income for Life 

 

Guaranteeing retirement income to last a lifetime 

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You have retirement goals and plans for your future.

 Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)? Join us for a virtual session that can help you set your financial direction.

Hosted by:

Joe Gaspari   

Financial Consultant - Alliant Retirement and Investment Services

Financial Consultant Joe Gaspari    

 Featured Guest Speaker:

Trent Tredinnick

Regional Vice President - CUNA Mutual Group  

 

Trent has been with CUNA Mutual Group since 2011 and has had seven years of experience in life insurance and annuity wholesaling. He received his Bachelor of Business Administration in Marketing and Finance from University of Wisconsin-Milwaukee. 

  • Behavioral Finance Advice™ (BFA™)
  • National Social Security AdvisorSM (NSSAź)
  • Securities Registered with FINRAź

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:


Alliant Retirement and Investment Services, CUNA Mutual Group, and LPL Financial are all separate entities.