If you're just starting out or want to improve your day-to-day financial skills, this webinar will help you learn how to manage your money and balance your priorities so you can enjoy life now and save for the future.
We'll discuss how to:
- Balance income and expenses and prioritize your spending
- Create a spending plan
- Know how to use debt wisely
- Get your debt under control
- Build your credit score
Speaker: Ivana Stanisic, Sr Financial Consultant, TIAA
Ivana Stanisic is a Sr. 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 Sr. Financial Consultant at TIAA, Ivana 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.
Ivana began her financial services career in 2003 and has been with TIAA since 2007. She serves our institutional clients in the States of CO, AZ, MT, NE, SD, WY, KS NM, UT and ND from the local Boulder, CO TIAA office.
Ivana holds a Bachelor of Science in Foreign Politics and Diplomacy from University of Belgrade, Serbia. As a FINRA registered representative she holds Series 7, 63, and 65 licenses while maintaining Life, Health and Variable Annuity licenses from the States of CO, AK, AZ, ID, KS, MT, ND, NE, NM, NV, SD, UD, WA, and WY.
Additionally, Ivana has obtained the Certified Employee Benefits Specialist and Accredited Asset Management Specialist designations.