Tax planning opportunities
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.
James Bergeron
Managing Director, Advisor Education, TIAA
As an Advisor Education specialist at Nuveen, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. He joined Nuveen in 2011 and has more than 25 years of experience in financial services and product development. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.
Prior to joining Nuveen, Jim was general manager of Ameriprise Personal Trust Services. Previously, he served in multiple roles focused on the development of financial advisory products and services.
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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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