If you’re thinking about making the transition to retirement, this webinar is essential for understanding how to create an income plan that helps you maximize your savings. In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets.
We'll help you prepare by discussing how to:
- Estimate your expenses
- Understand your income sources
- Build your strategy for lifetime income
- Withdraw your retirement assets
- Review and adjust your plan when needed
Speaker: Joy Doss, Senior Financial Consultant, TIAA
Joy Doss is a Senior Financial Consultant at TIAA (tiaa.org), a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields.
In her role as a Senior Financial Consultant at TIAA, Joy is focused on helping participants plan for their financial well-being and retirement readiness. She meets with employees one-on-one and provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations based on the plan’s investment options.
Joy began her financial services career in 1995 and has been with TIAA since 2010. She serves our institutional clients in the Texas, Oklahoma, Louisiana and Arkansas from the local Lewisville, TX TIAA office.
Joy holds a Bachelor of Science Degree in Criminal Justice from California State San Bernardino. She holds FINRA 7 and 63 registrations while maintaining Life, Health and Variable Annuity licenses from the States of Texas, Oklahoma, Louisiana and Arkansas.