Monthly Partnership Luncheon
Join us for the August Partnership Luncheon, presented by TIAA-CREF.
At our Monthly Partnership Luncheons we recognize our outstanding members who are making a difference in the community by presenting the Ambassador of the Month, Business of the Month, and School of the Month awards. We recognize our major investor partners as well. Each month we also have a speaker who provides relevant information that affects our business community.
This month we are pleased to have Tricia Jones of TIAA-CREF, who will present on retirement planning.
Sponsored by
Tricia Jones is a Financial Consultant for the Institutional Business division at TIAA-CREF (www.tiaa-cref.org), a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical, and cultural fields. Tricia provides advice to individuals about retirement planning, and improves their financial literacy through specialized seminars and workshops serving every life stage.
Tricia began her career in financial services in 1995 and she has been with TIAA-CREF since 2010. After starting with the Participant Service Group, she moved in the Field Consulting Group in 2012 primarily serving as a TIAA-CREF Certified Facilitator, delivering Women to Women and Financial Essentials Workshops to our client institutions. Prior to TIAA-CREF, Tricia was an independent insurance and financial consultant, later moving into sales management, recruiting and account management for a real estate investment firm.
Tricia holds a Bachelor of Political Science degree from the University of Texas at Arlington. As a FINRA registered representative, she also holds Series 7 and 63 licenses while maintaining Life, Health and Variable Annuity resident license from the state of Texas.
Date and Time
Tuesday Aug 25, 2015
11:30 AM - 1:00 PM CDT
Tuesday, August 25
11:30 AM - 1:00 PM
Location
MCL Grand
100 North Charles St.
Lewisville, TX 75057
(972) 219-8446
Fees/Admission
Early Bird Price: $20 (members) $30 (potential members)
Regular Price: $25 (members) $35 (potential members)
**Cancelation policy: If you need to cancel your reservation, you must contact the chamber a minimum of 72 hours prior to the event in order to receive a refund. You will still be invoiced even if you don't attend the event.