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