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Create Conference

Step One: Create Conference

Step One: Create Conference

Step One: Create Conference

EDIT

Step Two: Email Confirmation

Step Two: Email Confirmation

HI, THOMAS 02/26/2014

Design Note: This is a clickable wireframe, not a prototype.

Advisor Calendar -

-text-

For Internal Use Only

Contents

Advisors Tools

Step One:

Create Conference

Relationship Summary

Payment Summary

Transaction Portal

Brokerage Avisory Portal

Portfolio Advisor

Insurance & Annuity Portal

IAS Playbook

Practice Management

Ret. Advisor Field View

Retirement Income Planner

Plan Rules

Exp AG

Contact

QTIF

Loans

Client Data

Step Two:

Email Confirmation

To:

Subject:

Cancel

Starts:

Ends:

Advisor:

Dear Andrew,

It was a pleasure speaking with you today. As we discussed, our planned meeting will be a Video Chat session on Monday, November 10 at 1:00 PM ET, when we will further explore your current and future financial needs. Instructions for joining the Video Chat meeting are provided below. If for any reason you need to reschedule please let me know.

To make the best use of our time during the conversation, it would be extremely helpful if you had the following documents within reach:

• Investment Profile and Risk Tolerance Questionnaire. These attached documents are for you to complete prior to the meeting. They will provide an overview

of your financial situation and your risk tolerance. Please return these directly to me prior to the meeting.

• Investment, retirement, and other financial statements (typically your bank, savings, investment, and retirement plan statements).

• Beneficiary designation information for your retirement and investment accounts.

• Listing of your significant assets and current liabilities.

• Your Social Security estimate. If you do not have one, we will work with you to estimate or give you information on how to obtain your estimate.

• Previous year’s tax return.

• A recent pay stub.

I’ve also enclosed the following documents:

• Form ADV Part 2A Disclosure Brochure is for you to retain for your records. Please read it carefully as it describes how TIAA-CREF works with you to provide

its advisory services.

• The Brochure Supplement provides additional information about me as an Investment Advisor Representative with TIAA-CREF Advice & Planning Services..

On Monday, November 10 at 1:00 PM ET, click here to join the meeting. TIAA-CREF uses a secure solution called Microsoft® Lync® to run the session. It may take a few moments for the Lync plug-in to load on your machine, but once the session begins you will see my picture or video image. If your device does not have audio capabilities, please use this phone number to join the conversation: xxx-xxx-xxxx.

System Requirements:

You will need to have certain voice and video features available, as well as supported operating system and browser combinations. Please click here to view system requirements.

I look forward to talking with you on Monday, November 10. If you have any questions, please feel free to contact me prior to our meeting.

Sincerely,

Joseph Advisor

Wealth Management Advisor | Individual Advisory Services

TIAA-CREF| Financial Services

730 Third Avenue, 9th Floor

New York, New York 10017-3206

Office: 212.913.7315

Fax: 212.916.6629

AR Insurance License #

CA Insurance License #

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities. Advisory services provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

Microsoft and Lync are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Dear Andrew,

It was a pleasure speaking with you today. As we discussed, our planned meeting will be a Video Chat session on Monday, November 10 at 1:00 PM ET, when we will conduct our annual financial review. Instructions for joining the Video Chat meeting are provided below. If for any reason you need to reschedule please let me know.

On Tuesday November 10 at 1:00 PM ET, click here to join the meeting. TIAA-CREF uses a secure solution called Microsoft® Lync® to run the session. It may take a few moments for the Lync plug-in to load on your machine, but once the session begins you will see my picture or video image. If your device does not have audio capabilities, please use this phone number to join the conversation: xxx-xxx-xxxx.

System Requirements:

• You will need to have certain voice and video features available, as well as supported operating system and browser combinations. Please click here to view system requirements.

I look forward to talking with you on Monday, November 10. If you have any questions, please feel free to contact me prior to our meeting.

Sincerely,

Joseph Advisor

Wealth Management Advisor | Individual Advisory Services

TIAA-CREF| Financial Services

730 Third Avenue, 9th Floor

New York, New York 10017-3206

Office: 212.913.7315

Fax: 212.916.6629

AR Insurance License #

CA Insurance License #

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities. Advisory services provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

Microsoft and Lync are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Dear Andrew,

It was a pleasure speaking with you today. As we discussed, our planned meeting will be a Video Chat session on Monday, November 10 at 1:00 PM ET, when we will further explore your current and future financial needs. Instructions for joining the Video Chat meeting are provided below. If for any reason you need to reschedule please let me know.

On Tuesday November 10 at 1:00 PM ET, click here to join the meeting. TIAA-CREF uses a secure solution called Microsoft® Lync® to run the session. It may take a few moments for the Lync plug-in to load on your machine, but once the session begins you will see my picture or video image. If your device does not have audio capabilities, please use this phone number to join the conversation: xxx-xxx-xxxx.

System Requirements:

• You will need to have certain voice and video features available, as well as supported operating system and browser combinations. Please click here to view system requirements.

I look forward to talking with you on Monday, November 10. If you have any questions, please feel free to contact me prior to our meeting.

Sincerely,

Joseph Advisor

Wealth Management Advisor | Individual Advisory Services

TIAA-CREF| Financial Services

730 Third Avenue, 9th Floor

New York, New York 10017-3206

Office: 212.913.7315

Fax: 212.916.6629

AR Insurance License #

CA Insurance License #

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities. Advisory services provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

Microsoft and Lync are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

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