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In part two of a two-part series on working with planners, Dan interviews fiduciary advisors Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help a teacher approaching retirement. We also discuss planner compensation.
Breanna Reish, CFP®
Meridian Wealth Management
403bwise.org
403bwise.org Facebook Group
By Daniel Otter4.8
112112 ratings
In part two of a two-part series on working with planners, Dan interviews fiduciary advisors Scott Dauenhauer CFP® and Breanna Reish CFP® about how a planner can help a teacher approaching retirement. We also discuss planner compensation.
Breanna Reish, CFP®
Meridian Wealth Management
403bwise.org
403bwise.org Facebook Group

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