Seven Principles for a Successful Retirement

Presented by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services

Financial professionals are registered reps with, and 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:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. 

Investing involves risks including possible loss of principal. There is no assurance that the techniques and strategies discussed during this seminar are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.

Alliant Retirement and Investment Services, JP Morgan, and LPL Financial are all separate entities.