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How Advisors Can Best Utilize TIAA
How Advisors Can Best Utilize TIAA
How Advisors can Best Utilize TIAA
TIAA, in partnership with NAPFA, is hosting a series of five webinars to provide insights into TIAA’s Advisors Services team, TIAA’s products, and the tools available to foster a successful partnership with independent financial advisors.
Monday, January 23 - Session #1:
TIAA Advisor Services – Why Third-Party Advisors Are Important and How We Support Them
Monday, January 30 - Session #2:
TIAA Traditional – What You Need to Know About TIAA’s Traditional Fixed Annuity
Monday, February 6 - Session #3:
CREF – What You Need to Know About the CREF Stock and Real Estate Accounts
Monday, February 13 - Session #4:
TIAA Advisor IRA –
Providing Access to TIAA Solutions Within an Individual Retirement Account
Tuesday, February 21 - Session #5:
Partnering: Helping You Develop a Deeper Understanding of the TIAA Contracts Your Clients Own
All sessions are at 3 pm ET. Free to members, $39 each for nonmembers.
No CE awarded. All sessions will be recorded.
Summary
Availability:
Hybrid
Expires on 12/31/2023
Cost:
Member: $0.00
Non-Member: $195.00
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How Advisors Can Best Utilize TIAA Course List
TIAA Advisor Services – Why Third-Party Advisors Are Important And How We Support Them
TIAA Traditional – What You Need to Know About TIAA’s Traditional Fixed Annuity
What You Need to Know About CREF Variable Annuity Accounts
TIAA Real Estate Accounts: A Unique Way to Gain Exposure to the Direct Real Estate Asset Class
Partnering: Helping You Develop a Deeper Understanding of the TIAA Contracts Your Clients Own
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