New Fiduciary Rule + So You Want to Be a Fiduciary Advisor? (#320)

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®).