"Take Control of Your Financial Life"
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.
Event Highlights:
- Learn from Monica Douglas, CFP®, ChFC®, Regional Financial Planning Manager at TIAA, with over 13 years of expertise in financial planning.
- Discover a 5-step plan to establish and maintain healthy financial habits.
- Start 2025 with greater control over your financial life.
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.
