Webinar: Getting Ahead of Retirement - A Guide for Students and Young Professionals
January 21, 2021
It's never too early to think about retirement. In fact, the earlier you start planning, the more prepared you will be to retire comfortably. Join NAFOA and the American Indian College Fund and our featured speakers as we discuss some retirement tips for students and young professionals to set you on the right track.
Join our conversation on Wednesday, January 27 from 5:00 - 6:00pm ET. The webinar is free and open to the public. Registration is required.
Meet the Speakers
Registered Client Associate
Merrill Lynch Wealth Management
Lauren Truman graduated from the University of Cincinnati in 2012 and began her career in the banking industry in 2013, in Cincinnati, Ohio. She’s been working for Bank of America Merrill Lynch since moving to San Diego, in 2016. Lauren holds Series 7 & 66 licenses and is a Better Money Habits Champion. She serves as Co-Chair, for Native American Professional Network Southern California Region.
Senior Vice President
National Accounts, Tribal Business
Mutual of America
Ms. Banks is Native American from the Navajo Tribe in Arizona. She joined Mutual of America in 2009 and holds FINRA Series 7 and 63 registrations along with state insurance licenses from all 50 states. She has achieved the designation of Chartered Retirement Plan Specialist and currently pursuing the Chartered Financial Consultant designation.
Cynthia’s is the national liaison for the relationships with our Tribal and Native American clients. Her role is to work with Tribes regarding their unique needs so that Mutual of America can continue to accommodate this important sector. Ms. Banks has developed a financial wellness curriculum for our Tribal clients and their communities.
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