Nancy Ortiz
Alliant Retirement and Investment Services
773-462-2380
investment-services@alliantcreditunion.com
to Help Secure Your Financial Future
Join us for an educational presentation on protecting your online data.
The use of technology to manage personal banking, make mortgage payments, and consolidate financial information related to mutual funds, annuities, 401(k)s and insurance plans has become prevalent in America. With this increased use of technology, you may be susceptible to identity theft from a variety of “scams” initiated by unscrupulous people.
Together we'll discuss strategies to help protect your identity, credit, and personal financial information.
Hosted by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
Presented by:
Christina Cuffari
Director of Sales Technology - Prudential’s Individual Solutions Group
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, Prudential Annuities, and LPL Financial are all separate entities.