For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It takes you through the keys to successful money management, how to juggle competing financial demands and retirement saving strategies that can help put you on the path to lifelong financial security.
We’ll look at how to:
- Understand what you’re aiming for
- Consider your priorities
- Put your spending plan together
- Know the ways to save
Speaker: Michelle Szczepanski, Associate Financial Consultant, TIAA
Michelle Szczepanski is an Associate Financial Consultant within the Institutional Retirement division 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 an Associate Financial Consultant at TIAA, Michelle 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.
Michelle began her financial services career in 2016 and has been with TIAA since 2016. She serves our institutional clients in the states of PA and WV from the local Pittsburgh TIAA office.
Michelle holds a Bachelor of Science in Business Administration in Finance and Management and a Master of Business Administration from Slippery Rock University. She holds FINRA Series 7 and 63 registrations while maintaining Life, Health and Variable Annuity licenses from the State(s) of PA, WV, MD, OH, and NY.