Looking to turn your retirement savings into a “paycheck” for life?
You diversify your investment portfolio before retirement to help offset risk. A similar
strategy can help see you through retirement.
Learn how creating a diversified income plan—one that uses a combination of income
sources and includes annuity income that’s guaranteed for life1—can help reduce the
risks you may face in retirement and ensure you have income that never runs out.
Register today for our Wednesday, August 18 live webinar, 12 p.m. to 1 p.m. (ET)
Miguel Shefferson is a Sr. Director in TIAA’s Institutional Financial Services group. He
brings over 20-years of experience with TIAA, including prior roles in TIAA’s Nuveen
Global Asset Management group and Individual Advisory Services business. He also
held previous roles at Jackson National Life Insurance Company as well as a retirement
consulting firm serving individual and institutional clients throughout the Carolinas.
In his current role, Miguel partners with TIAA’s Individual Client Relationships teams
coaching skill set and knowledge depth on TIAA’s unique retirement income capabilities
and is passionate about educating on TIAA products that promote financial well-being
with a specific focus on retirement readiness.
Based out of TIAA’s Charlotte, North Carolina office, Miguel is a graduate of North Carolina
A&T State University, where he obtained his B.S. in Accounting, and is a graduate of the
McColl School of Business at Queens University Financial Planner Certification Program.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional* and has been an active
member of the Investments and Wealth Institute® (formerly IMCA®) and Financial Planning