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"Mental Accounting in Retirement"
Diane Garnick, Managing Director and Chief Income Strategist
May 24, 2017 iCal
Wednesday 12:00 PM
The Philadelphia Council for Business Economics
A Chapter of NABE
is pleased to present
Managing Director and Chief Income Strategist
Presentation: "Mental Accounting in Retirement"
Diane Garnick is Managing Director and Chief Income Strategist at TIAA – the leading financial services provider for the not-for-profit market offering a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services.
An industry thought leader with two decades of experience structuring retirement and investment solutions, Ms. Garnick is responsible for advancing the strategy, development, and modernization of TIAA's lifetime income solutions across the firm’s portfolio of products and services. In this role she is also charged with helping to simplify the complexities surrounding lifetime income products for the thousands of institutions and millions of individuals TIAA serves.
Prior to joining TIAA, Ms. Garnick served as a global investment strategist at State Street Global Advisors and Invesco. She was also a member of the top-ranked Institutional Investor Equity Derivatives research team at Merrill Lynch.
Ms. Garnick serves on the board of the CFA Institute Research Foundation, is a member of the Editorial Board for the Journal of Retirement, volunteers for Habitat for Humanity, and chaired the CHRISTUS Healthcare Investment Committee.
Ms. Garnick earned a bachelor's degree in accounting from Hofstra University, and a master’s degree in finance & strategy from the University of Chicago Booth School of Business. She is a Certified Public Accountant.
Date: Wednesday, May 24, 2017
Time: 11:45 am for Federal Reserve Security clearance
12:00 pm - Lunch begins
1:00 pm - Presentation begins
Place: Federal Reserve Bank of Philadelphia Directions
Ten Independence Mall (Seventh & Arch Streets),
Cost: PCBE Members - $20.00
GIC/CFAPhila/PSA/Bond Club Members - $25.00
Nonmembers - $30.00
Student - $15.00 (with Valid College ID)
Teleconference Option available for those that can't be present
Please Note: Reservations are required and must be made or canceled no later than 12:00 pm two days before the meeting. "No-shows" will be billed.
All other questions contact: InfoPCBE @ pcbe.org
Luke Tilley, President
David Allon, Vice President
Ralph Giraud, Program Chair
Michael Weiss, Treasurer