Kick off National Financial Wellness Month with the NBMBAA® DFW Chapter and TIAA! Join us for this transformative webinar, where Monica Douglas, CFP®, ChFC®, will share a 5-step plan for building and maintaining financial well-being. This free event is open to everyone and the perfect way to start 2025 with impact.
In recognition of National Financial Wellness Month and NBMBAA® Join Week, the NBMBAA® DFW Chapter is proud to host this free virtual webinar in collaboration with TIAA.
This session is free and open to all—members and non-members alike. Register now and set the foundation for a year of transformation and impact!
About TIAA: Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. We’re fighting harder than ever before for 5M+ clients and people who need us, creating new paths to growth and lifetime income—and the confident, meaningful retirements that come with them.
About Monica Douglas, CFP®, ChFC®: With over 13 years of progressive experience in financial services Monica has demonstrated expertise in financial planning, investment management, and client advising. In her current role as Regional Financial Planning Manager at TIAA, she leads strategic initiatives to enhance financial planning services, utilizing advanced tools and tax strategies while mentoring teams to deliver tailored solutions for diverse client needs.
