Inside the NTSA Summit Conference (#366) episode artwork

EPISODE · Mar 21, 2025 · 46 MIN

Inside the NTSA Summit Conference (#366)

from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®

Anonymous attendees dish on remarks made at a recent conference by leaders of lobbying group working to keep broken multi-vendor, sales agent-driven K-12 403(b) market in place.  Audio + Transcript of Brian Graff LAUSD Appearance Video of Brian Graff LAUSD Appearance NTSA Puts the Tax in the K-12 403(b) Vanguard 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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Inside the NTSA Summit Conference (#366)

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