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An AXA rep comes calling at Scott's wife's school and claims to be a fiduciary. The CFP® Board is making changes to the Fiduciary Standard. Dan talks Liverpool FC (only briefly) and about his visit to Olney Charter High School in Philadelphia to talk saving for retirement with teachers. Finally, another 403(b) story appears in a major publication.
403(b)wise
Meridian Wealth Management
Reps and the CFP® Designation
The Annuity Trap That Teachers Need to Avoid
4.8
112112 ratings
An AXA rep comes calling at Scott's wife's school and claims to be a fiduciary. The CFP® Board is making changes to the Fiduciary Standard. Dan talks Liverpool FC (only briefly) and about his visit to Olney Charter High School in Philadelphia to talk saving for retirement with teachers. Finally, another 403(b) story appears in a major publication.
403(b)wise
Meridian Wealth Management
Reps and the CFP® Designation
The Annuity Trap That Teachers Need to Avoid
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