Welcome to the latest episode of "TIAA Simplified"! In this episode titled "TIAA Membership Program," Greg Shepard introduces an exciting new program designed for those in their accumulation phase—still working towards their retirement goals.

Greg discusses the key features of the membership program, including a one-time account optimization and strategy session utilizing Nitrogen software. Participants will also benefit from quarterly webinars covering general economic and market insights, yearly check-in review appointments, and ongoing email support for general questions.

With a limited capacity of 10-15 participants initially, Greg emphasizes the personalized attention each member will receive. The first 10-15 participants will also be grandfathered into any future price increases, ensuring continued value for early adopters.

Interested in joining the TIAA Membership Program? Reach out to Greg at greg@shepardfinancial.com to learn more and secure your spot today.

Don't miss out on this opportunity to optimize your retirement strategy and gain valuable insights from a seasoned financial expert.

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email: greg@shepardfinancial.com

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*Disclosure* S&A Financial Services, Inc. is a registered investment advisor. Content presented is for informational purposes only and should not be considered as investment advice or as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Always consult with your tax advisor or attorney regarding your specific situation.