Thursday, July 15, 2021 from 2:00 PM to 3:00 PM CDT
Add to Calendar


This is an online event. 



Nancy Ortiz 
Alliant Retirement and Investment Services 



A Retirement Strategy as Individual As You Are 

You're invited to a valuable retirement planning workshop

and insurance sales presentation.  

 Are you concerned about the impact market ups and downs may have on your retirement?

You’ve worked hard to save your money and want to protect and grow it for the future. But finding the right financial product can be a challenge. You want something that can address your needs today, while also offering you the flexibility to make changes as your life evolves. In this workshop you will hear about:

  • The effect market ups and downs can have on your retirement
  • FlexGuard indexed variable annuity – and strategies from Prudential Annuities that may help address your concerns
  • Next steps to find out if FlexGuard is right for you.
Prudential Annuities is providing this workshop for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.

Presented by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Tom

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, Prudential, and LPL Financial are all separate entities. 

Investors should consider the features of the contract, index strategies, and the underlying portfolios' investment objectives, policies, management, risks, charges and expenses carefully before investing. This and other important information is contained in the prospectus, which can be obtained from your financial professional. Please read the prospectus carefully before investing. 

Annuities are issued by Prudential Annuities Life Assurance Corporation and distributed by Prudential Annuities Distributors, Inc., both located in Shelton, CT (main office). Prudential Annuities is a business of Prudential Financial, Inc.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. If you would like information about your particular investment needs, please contact a financial professional.

Annuity contracts contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Your licensed financial professional can provide you with complete details.

A variable annuity is a long-term investment designed for retirement purposes. Investment returns and the principal value of an investment will fluctuate so that an investor’s units, when redeemed, may be worth more or less than the original investment. Withdrawals or surrenders may be subject to contingent deferred sales charges.

Prudential Annuities and its distributors and representatives do not provide tax, accounting, or legal advice. Please consult your own attorney or accountant.

You should carefully consider your financial needs before investing in annuity products and benefits.

Issued on Contract: RILA/IND(11/19) (or state variation thereof). In Idaho, Issued on Contract: RILA/IND(11/19)-ID

Issued on Rider RID-RILA-ROP(11/19) (or state variation thereof)

Issued on Endorsements END-RILA-P2P(9/20), END-RILA-TPAR(9/20) and END-RILA-SRP(9/20) (or state variation thereof).