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DTSTART:20150825T163000Z
DTEND:20150825T180000Z
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SUMMARY:Monthly Partnership Luncheon
DESCRIPTION:Join us for the August Partnership Luncheon\, presented by TIAA-CREF.\n\n\n\nAt 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.\n\n\n\nThis month we are pleased to have Tricia Jones of TIAA-CREF\, who will present on retirement planning.\n\n\n\n\nSponsored by\n\n\n\nAbout Tricia Jones\n\nTricia 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.\n\n\n\nTricia 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.\n\nTricia 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.
X-ALT-DESC;FMTTYPE=text/html:Join us for the August Partnership Luncheon\, presented by TIAA-CREF.<br />\n<br />\nAt 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.&nbsp\;Each month we also have a speaker who provides relevant information that affects our business community.<br />\n<br />\nThis month we are pleased to have Tricia Jones of TIAA-CREF\, who will present on retirement planning.\n<div style="text-align: center\;"><img alt="" height="160" src="http://cloud.chambermaster.com/userfiles/UserFiles/chambers/437/Image/TriciaJones.jpg" style="width: 120px\; height: 160px\;" width="120" /></div>\n\n<div style="text-align: center\;"><br />\nSponsored by<br />\n<img alt="" height="334" src="http://cloud.chambermaster.com/userfiles/UserFiles/chambers/437/Image/TIAA-CREF.png" style="width: 360px\; height: 334px\;" width="360" /></div>\n\n<div><strong>About Tricia Jones</strong></div>\n\n<p><span style="font-size: 10pt\; color: black\; line-height: 1.2\;">Tricia Jones is a Financial Consultant for the Institutional Business division at </span><span style="font-size: 10pt\; color: black\; line-height: 1.2\;">TIAA-CREF</span><span style="font-size: 10pt\; color: black\; line-height: 1.2\;"> (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.</span><br />\n<br />\n<span style="font-size: 10pt\; color: black\; line-height: 1.2\;">Tricia began her career in financial services in 1995 and she has been with </span><span style="font-size: 10pt\; color: black\; line-height: 1.2\;">TIAA-CREF</span><span style="font-size: 10pt\; color: black\; line-height: 1.2\;"> since 2010. After starting with the Participant Service Group\, she moved in the Field Consulting Group in 2012 primarily serving as a </span>TIAA-CREF<span style="font-size: 10pt\; color: black\; line-height: 1.2\;"> Certified Facilitator\, delivering Women to Women and Financial Essentials Workshops to our client institutions. Prior to </span>TIAA-CREF<span style="font-size: 10pt\; color: black\; line-height: 1.2\;">\, Tricia was an independent insurance and financial consultant\, later moving into sales management\, recruiting and account management for a real estate investment firm.</span></p>\n\n<p><span style="color: black\; font-family: arial\; font-size: 10pt\; line-height: 1.6\;">Tricia holds a Bachelor of Political Science degree from the University of Texas at Arlington. As a </span><span style="color: black\; font-family: arial\; font-size: 10pt\; line-height: 1.6\;">FINRA</span><span style="color: black\; font-family: arial\; font-size: 10pt\; line-height: 1.6\;"> registered representative\, she also holds Series 7 and 63 licenses while maintaining Life\, Health and Variable Annuity resident license from the state of Texas.</span></p>\n<br />\n&nbsp\;
LOCATION:MCL Grand 100 North Charles St. Lewisville\, TX 75057 (972) 219-8446
UID:e.437.3706
SEQUENCE:3
DTSTAMP:20260527T175247Z
URL:https://business.lewisvillechamber.org/events/details/monthly-partnership-luncheon-08-25-2015-3706
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