Nancy Ortiz
Alliant Retirement and Investment Services
773-462-8822
investment-services@alliantcreditunion.com
Medicare is a complex topic with plenty of opportunities for the average consumer to take a wrong turn.
In this presentation we'll cover some of the most common missteps people make with Medicare and how to avoid them.
Hosted by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
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, Giardini Medicare, and LPL Financial are all separate entities.
This health care costs planning seminar is intended for educational purposes only, and is not intended to provide specific medical advice.