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Case Studies

Private K-12 School

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This private K-12 school has been a TIAA-CREF client since 1960. In February 2013, concerned about managing its fiduciary responsibilities, the school expressed an interest in hiring a financial consultant to serve as co-fiduciary for its retirement plan. After a formal RFP search, the School selected Cannon Financial Strategists, Inc. (Cannon)….

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