Wednesday, June 16, 2021 from 2:00 PM to 3:00 PM CDT
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Nancy Ortiz 
Alliant Retirement and Investment Services 



Navigating Volatility 

What if the #1 threat to your investment portfolio was unbridled emotion? 

More money may be lost due to how we respond to fear than all of the financial, economic, and geopolitical events combined. Can we change our response to these events? Join us to look at the lessons history offers in getting through market downturns and periods of volatility.

Hosted by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Tom

Guest Speaker: :

Morgan Koehler, CIMA®

Third Party Consultant  - Invesco


Morgan Koehler is a Third Party Consultant for the Third Party Sales division at Invesco. In this role, she is responsible for Midwest sales activities and sales desk relationships.  Ms. Koehler joined Invesco and the industry in 2012. Prior to her current role, she was a senior regional sales consultant, and before that, she was an internal sales consultant.  

Ms. Koehler earned a BA degree in marketing, management, and finance from the University of Wisconsin – Madison. She is a Certified Investment Management Analyst® (CIMA) professional and holds the Series 7 and 66 registrations.

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:

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  Investing involves risks including possible loss of principal.

Alliant Retirement and Investment Services, Invesco, Prudential, and LPL Financial are all separate entities.