Tuesday, March 31, 2020 from 6:00 PM to 7:30 PM CDT
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Pub 47 Grill
10400 N IL Route 47
Huntley, IL 60142

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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!

Reservations are required. 48-hour notice in the event of cancellation is appreciated.  We look forward to seeing you there! 


Presented by:

Joe Gaspari

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: