Training: Workshops and Learning

Money at Work 1: Foundations of Saving and Investing

Tuesday, April 25
1:00 p.m. to 2:30 p.m.

Presented by: Josh Gregory, TIAA-CREF Wealth Management Advisor

Workshop Description

403B? 401k? Roth IRA? Make sense of it all at Money at Work 1: Foundations of Saving and Investing. Retirement savings are for workers in all sectors. In MAW1, Josh Gregory from TIAA will break down the fundamentals of retirement in the 21st century for employees in the nonprofit sector. Learn to make sense of the many options, take advantage of your opportunities, and adopt behaviors for saving and investing for your future--because retirement should work for all of us.

Learning Objectives:

Through this highly participatory workshop designed for nonprofit employees in the early stages of saving for retirement you will:

  • Expand your understanding of the broad landscape of retirement options
  • Learn about financial literacy and plans for retirement specific to nonprofits
  • Gain confidence and build knowledge specific to better managing your finances
  • Create a personalized plan for saving and investing for your future

Target Audience: Primary Target: Nonprofit staff who want to learn the basics and want to take control of their retirement saving

About the Presenter

Josh Gregory is a Wealth Management Advisor with TIAA-CREF Individual & Institutional Services as well as a Chartered Retirement Plans Specialist. For over 10 years Josh has partnered with individuals across sectors to build financial plans aligned with their goals, values, and risk tolerance.

Register to Attend or to Watch the Livestream