Financial Fridays in March- Fine-tune Your Retirement Strategy: Investing Toward a Secure Future
Date: Friday, March 8, 2024 | Time: 12:00-1:00pm | Location: 113 Linton Hall (479 West Circle Drive, East Lansing, MI 48823)
Event Description
Join us in person at Linton Hall to focus on your finances Fridays in March. TIAA and Richards & Addy Wealth Management of Lansing, MI bring you specialized topics to guide your financial priorities. This 4-part series will take place each Friday in March from 12-1pm and will also have a virtual option to join. For those in person, food will be provided and registration will be capped at 25 attendees. **More details to come soon on the food options**
March 8 Session- Fine Tune Your Retirement Strategy: Investing Towards a Secure Future
If you are in or near your peak earning years and want to do all you can to build a secure retirement, this workshop is for you. We will move beyond investing basics to help you fine tune your savings and investing strategies for retirement.
We will discuss:
- Adopt a savings lifestyle
- Invest for the long term
- Avoid pitfalls that can sabotage your retirement savings
- Plan carefully before retiring
- Get help with your planning
About the Speaker: Maggie Crawley, Financial Consultant, TIAA
Elizabeth “Maggie” Crawley is a 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 Financial Consultant at TIAA, Maggie 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 using an advice methodology from an independent third-party based on the plan’s investment options.
Maggie began her financial services career in 2013 and has been with TIAA since 2018. She serves our institutional clients in the State of Michigan from the local East Lansing TIAA office. Maggie holds a Bachelor of Arts in Psychology from Alma College. She holds FINRA Series 6, 7, and 63 registrations while maintaining Life, Health and Variable Annuity licenses from the States of Michigan, Ohio, and Indiana.