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New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)
Manage episode 416163668 series 1175564
Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor.
- New DOL Fiduciary Rule Fact Sheet
- 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor?
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
302 episodi
Manage episode 416163668 series 1175564
Does the new Fiduciary Rule have teeth? Does it apply to the 403(b)? We also discuss our May 21 event for those curious about becoming a fiduciary advisor.
- New DOL Fiduciary Rule Fact Sheet
- 403bwise Zoom Event: Curious About Becoming a Fiduciary Advisor?
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
302 episodi
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