Hosted by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
Special Guest Speaker:
Peter Lefkin
Senior Vice President - Government and External Affairs - Allianz of America Corporation
Peter Lefkin is the Senior Vice President of Government and External Affairs for Allianz of America Corporation. Hired as an Assistant Vice President in 1988 to open the Fireman’s Fund Washington D.C. Government Relations Office, he assumed an increasing level of responsibility before being named as Senior Vice President and Government and External Affairs Department Head in 1996. In this capacity he led the company’s state and federal lobbying efforts and was a liaison to the national company and distribution trade associations.
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, Allianz, and LPL Financial are all separate entities.