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Curious About Becoming a Fiduciary Advisor? (#323)
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Manage episode 419941871 series 1175564
Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event.
- Emily Maretsky Teacher Financial Planner
- Katz-Moses Financial
- The Externship (deadline May 24, 2024)
- 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®).
302 Episoden
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 01, 2024 09:41 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 419941871 series 1175564
Teachers-turned fiduciary advisors Emily Maretsky and Andrew Katz-Moses, CFP® share their journey from the classroom to full-time planners in this live 403bwise Event.
- Emily Maretsky Teacher Financial Planner
- Katz-Moses Financial
- The Externship (deadline May 24, 2024)
- 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®).
302 Episoden
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