Dan and Scott share a model anti solicitation policy that school districts could use to ban sales agents from campuses.

• Downloadable Model Anti Sales Agent Solicitation Policy
• Podcast: California Tries to Ban 403(b) Sales Agents From Campuses
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Dan and Scott discuss the American Center for Law and Justice (ACLJ) letter to the SEC regarding collective investment trusts (CITs) in 403(b) plans. They also discuss Vanguard's position.

• Advice Only Network
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Bay area high school history teacher and financial educator, Matt Raleigh, is back to talk about an upcoming fin lit for teachers webinar that his union is sponsoring.

• San Ramon Valley Unified 403(b)/457(b) Vendor List
• University of the Pacific class
• Matt's Book for California Teachers
• Article: Spend Half Save Half
• Matt's first pod appearance
• Matt's second pod appearance
• 457bwiser.org
• Learned by Being Burned (short pod series about K-12 403(b) issues)
• 403bwise.org
• Meridian Wealth Management
• 403bwise & 457bwiser Facebook Group