When

Wednesday, October 27, 2021 from 2:00 PM to 3:00 PM CDT
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Where

This is an online event.
 

 
 

Contact

Nancy Ortiz
Alliant Retirement and Investment Services
773-462-8822
investment-services@alliantcreditunion.com
 

Transition to Medicare

A talk with a Medicare Guru

Future medical care costs play a significant part in planning for and sustaining your financial goals.

Join us for an educational webinar with Giardini Medicare, and together we'll explore how to avoid the stress of figuring out Medicare. Learn your options, get educated, and avoid making costly mistakes. Let’s make it easy.

Hosted by:

Thomas A. Davia, CFPģ

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Tom

Featured Guest Speaker:

Joanne Giardini-Russell

Joanne Giardini-Russell is a Medicare Guru and owner of Giardini Medicare, an independent provider of Medicare products nationally. She and her team at Giardini Medicare specialize in the “transition” to the Medicare system, helping to assess the “Do I need Medicare, How do I get it, How does it work” questions and more. They take over in the transition from the workplace era and into the Medicare years.

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, Giardini Medicare, and LPL Financial are all separate entities. 

This health care costs planning seminar is intended for educational purposes only, and is not intended to provide specific medical advice.