This is an online event.
Nancy Ortiz
Alliant Retirement and Investment Services
773-462-2380
investment-services@alliantcreditunion.com
Looking for a new job opportunity when you're advancing your career, or re-entering the workforce after a life event can be overwhelming.
We understand the importance of building that solid foundation for your future, and want to help you prepare your professional life along with your financial life.
We hope you will join us! Feel free to invite others who might benefit from this information.
Hosted by:
The Financial Consultants of
Sponsored by Prudential
Introduction by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
Featured Guest Speaker:
Liz Flint
Assistant Vice President, MFS Investment Management
About Liz
Liz Flint is an assistant vice president and head of MFS' Phoenix sales desk. She leads a team of more than a dozen internal sales representatives who play a key role in supporting MFS clients. Liz has a deep knowledge of client needs and serves as a mentor to numerous sales associates entering the asset management industry. In her role, she sees firsthand the increasingly important contribution of women in financial services.
Liz is a featured speaker in MFS' ongoing initiative with partner firms to educate financial advisors about the unique and evolving financial needs of women. She frequently engages with female financial advisors to recognize, support and learn about their roles in what has been a traditionally maleoriented industry.
Like many at MFS, Liz joined the firm right out of college and never left. After earning a business management degree from Arizona State University in 2001, she started on the phones taking calls from shareholders and was managing the Phoenix sales desk less than six years later. Since then, she has become a leader at MFS, calling attention — both inside and outside the firm — to the issues and challenges facing female financial advisors and investors in a rapidly evolving financial services industry.
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, MFS Investment Management, Prudential, and LPL Financial are all separate entities.