Social Security Webinar
Presenters
Shelly-Ann N. Eweka
CFP®, ChFC® Senior Director, Research & Strategic Program Initiatives, TIAA.
Shelly has over 30 years of experience in the financial services industry. Before joining the Institute, she led a team of professionals who built financial plans for TIAA clients and provided support for TIAA Wealth Management Advisors. As a financial planning thought leader, she supports TIAA’s objective of engaging customers with advice that helps them meet their financial needs to and through retirement. Her focus is on proactively delivering forward-looking content through different platforms.
Robert Kron
CFP,Managing Director, Advisor Education, Nuveen
As an Advisor Education specialist at Nuveen, Rob develops and delivers educational programs designed to help financial professionals deepen client relationships and grow their businesses. He joined Nuveen in 2020 with more than 30 years of experience in the financial services industry, including 11 years as head of advisor and client education at Blackrock and 17 years at Merrill Lynch.
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This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.
Investment products may be subject to market and other risk factors. See the applicable product literature or visit TIAA.org for details.
Retirement check refers to the annuity income received in retirement. Guarantees of fixed monthly payments are only associated with TIAA's fixed annuities.
Investment decisions should be made based on the investor's own objectives and circumstances. Advice is obtained using an advice methodology from an independent third-party.
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