Greg Shepard - S&A Financial Services, Inc. TIAA Traditional (fixed account) has been the most confusing investment in higher ed retirement plans in my 20+ yr tenure specializing in higher ed retirement plans. Join financial advisor Greg Shepard as he provides valuable insights into TIAA Traditional for higher education retirement plans. In this recorded webinar, Greg shares his expertise gained over 20 years of experience, covering essential topics such as current rates, liquidity issues, lifetime income annuity options, and more. Gain valuable knowledge and make informed decisions about your retirement plan . Remember though, there is no "one-size-fits-all" strategy and I encourage you to talk to a financial advisor that specializes in this area prior to initiating any strategy discussed. 🎤 Podcast Episode - Why I'm a Hypocrite on TIAA Traditional 🎤 Podcast Episode - TIAA Traditional Lifetime Income Annuity Option - RC Contract email: greg@
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)