Nancy Ortiz
Alliant Retirement and Investment Services
773-462-2380
investment-services@alliantcreditunion.com
“Don't surrender your lifelong dreams to escape temporary pain.”
- Phillip W. Koontz
Join us as we host former Navy SEAL Phillip Koontz, who'll share with us the life lessons forged through the trials of SEAL training and how to apply it to your personal, professional, and family lives.
Sponsored by Lincoln Financial Distributors
Hosted by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
Featured Guest Speaker:
Phillip W. Koontz
Phillip Koontz is a former Navy SEAL of six years who was honorably discharged in 2009. He is now a worldwide motivational speaker for business, academic, athletic and religious audiences.
Phillip offers one-of-a-kind presentations using live training videos, his operational gear and personal experience to teach others how to overcome personal and professional obstacles using the lessons he learned in his SEAL training.
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, Lincoln Financial Distributors, and LPL Financial are all separate entities.