Retire Inequality: Get on Track and Align with your Purpose
TIAA is a mission-based company that believes in the fundamental right of every person to retire with dignity and security. For over 100 years we’ve witnessed setbacks in retirement, which has empowered us to push the boundaries in our industry and wherever we feel change is needed. Over the last three turbulent years and in the wake of the pandemic, women have become more committed to leading intentional lives and driving social and economic progress. Join us for a conversation around the realities of saving for retirement, making a plan, and aligning with your purpose.
ABOUT OUR GUEST
Margaret leads a team of specialists covering ETFs, 529s and closed-end funds and is involved in the development and execution of the firm’s distribution plan of these investment vehicles. Prior to joining the firm in 2015, she covered the western region of the U.S. in various sales capacities. She served as UIT business development specialist at Invesco, driving business through product and market expertise and partnering with distribution on strategic initiatives across various channels. She started her career in the investment industry in 2007 with SunAmerica Capital Services. Margaret graduated with a B.A. in Psychology and Social Behavior from the University of California, Irvine. She holds the FINRA Series 7, 24 and 51 securities registrations.