Book details

  • Genre:business & economics
  • Sub-genre:Personal Finance / General
  • Language:English
  • Pages:200
  • eBook ISBN:9781682229903

Wild West

Providing Fiduciary Advice to Public School Employees

By Scott Dauenhauer

Overview

This book is designed to help Fiduciary based advisors compete in the public school employee financial and retirement planning market. Very few competent and fiduciary based advisors have the background knowledge to work with public school employees, this book will help complete the training needed to provide top notch advice to an underserved market.
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Description

This book is designed to help Fiduciary based advisors compete in the public school employee financial and retirement planning market. Very few competent and fiduciary based advisors have the background knowledge to work with public school employees, this book will help complete the training needed to provide top notch advice to an underserved market.
Read more

About The Author

Scott Dauenhauer is a leading authority on working with public school employees and public school employee retirement plans like 403(b) and 457(b)s. Scott runs Meridian Wealth Management, an Registered Investment Advisory firm based in Murrieta, California as well as The Teacher's Advocate blog. Wild West is Scott's second book (The 403(b) Wise Guide, co-authored with Dan Otter came out in 2002). Scott is the co-host of the Teach and Retire Rich podcast and has been working for change in the 403(b) industry for the past two decades.
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