Webinar: Getting Ahead of Retirement - A Guide for Students and Young Professionals

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Webinar: Getting Ahead of Retirement - A Guide for Students and Young Professionals

January 27, 2021


Getting Ahead of Retirement on January 27 at 5pm ET


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.


Register Today



Meet the Speakers

Lauren Truman

Lauren Truman

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.

Cynthia Banks

Cynthia Banks

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.


Register for the Webinar


For questions or comments, please email education@nafoa.org.