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How NOT to Do Single Vendor (#295)
Manage episode 383046154 series 1175564
We love a quality, bidded, single-vendor 403(b) plan. Fiduciary planner Mychal Eagleson CFP® shares three examples where school districts did single vendor very wrong.
- Teach Plan Retire
- Episode 5 of Learned by Being Burned - School benefits official explains how he took a school district single vendor (the right way).
- 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®).
302 قسمت
Manage episode 383046154 series 1175564
We love a quality, bidded, single-vendor 403(b) plan. Fiduciary planner Mychal Eagleson CFP® shares three examples where school districts did single vendor very wrong.
- Teach Plan Retire
- Episode 5 of Learned by Being Burned - School benefits official explains how he took a school district single vendor (the right way).
- 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®).
302 قسمت
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