About this episode
Teacher who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence.
- Read the letter
- The Truth about Structured Investing Options (SIOs)
- 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®).
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