Your money shouldn’t be sitting around doing nothing—and in this session, you won’t be either. Our goal is to help give you an idea of where you are, figure out where you want to be, and of course, consider how you are going to get there.
We'll help you:
- Evaluate your financial health
- Set financial goals
- Discover how to make your money work for you
- Learn how to put it all together to create your financial plan
Speaker: Helena Gaffney, Sr. Financial Consultant, TIAA
Helena Gaffney 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, Helena 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.
Helena began her financial services career in 1990 when she joined TIAA. She serves our institutional clients in the State of New Jersey from the local Princeton TIAA office.
Helena holds a Bachelor of Arts in Economics from the State University of New York at Stony Brook. She holds FINRA Series 7 and 63 registrations while maintaining Life, Health and Variable Annuity licenses from the States of NJ, NY, PA, CT, DE, MA, RI, VT, NH, and ME. Additionally, Helena has obtained the Certified Financial Planner (CFP®) designation.