Annual beginning of the year check-in with Barb O’Neill, CFP, AFC (Accredited Financial Counselor), and owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a regular contributor to 403bwise. She shares what 403(b) participants need to know in 2024.

•  2024 Changes Affecting 403(b) Participants
• Secure Act 2.0 (pt 1)
• Secure Act 2.0 (pt 2)
• Secure Act 3.0
• Pod Secure Act 3.0 Podcast
• Your Future Self: How to Make Tomorrow Better Today
• 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®).