Wednesday, August 21, 2019 from 5:30 PM to 7:00 PM CDT
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Maggiano’s Little Italy at Hawthorn Center
307 Hawthorn Center
Vernon Hills, IL 60061

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Nancy Ortiz 
Alliant Retirement and Investment Services 



Retire Well: Strategies for sustaining income and managing healthcare costs in retirement

Join me for an informative presentation 
to discuss retirement income strategies along with Medicare and Long-Term Care insurance.

Together we'll discuss:

  • Five key challenges to prepare for in retirement
  • Identify your risk and growth opportunities to help you strive towards a successful retirement
  • Putting an income plan into practice
  • How much you can expect to pay in health care costs after going onto Medicare
  • How Medicare works with private insurance to provide comprehensive coverage
  • Why most people pay too much for private insurance and how you can avoid excess costs
  • Why you must plan for higher health care costs in retirement - including the possibility of needing long-term care

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

Friends and Family are welcome to attend!  I look forward to helping you along your path to retirement, and hope to see you there.

Reservations are required as dinner will be served.  48-hour notice in the event of cancellation is appreciated.

Presented by:

Thomas A. Davia, CFP

Financial Consultant - Alliant Retirement and Investment Services


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Alliant Credit Union and Alliant Retirement and Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The financial consultants of Alliant Retirement and Investment Services are registered representatives of LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.