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.
We talk Dan's presentation at recent retirement plan workshop for Los Angeles Unified School District teachers put on by United Teachers Los Angeles.
We talk to Mychal Eagleson, CFP®, AIF®, ChSNC® owner of An Exceptional Life Financial and a member of the 403(b)wise Fiduciary Advisor Directory.