The Voices of Experience

Helping Education Professionals Understand and Succeed with Volunteer Retirement Plans

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The Latest from the Late Bloomer Millionaires

Investment Workshop Evaluation Results

Investment Workshop Evaluation Results

Posted by Steve Schullo, PhD on May 1, 2016

Every time we offer one of these rare investment workshops, the workshop participants always comment that they want “more of the same.” Only two per year can be provided because of costs. UTLA and LAUSD do not fund these workshops. To their benefit, UTLA does provide the room, and Eva for paperwork and logistical support, and we thank UTLA for that support. On the other hand, LAUSD has rejected support for these workshops for years. We need to inform the Board of Education that financial literacy education is a significant benefit for their employees. If more employees knew of the district’s Award Winning 457(b) plan, more educators would save money for retirement and in the long term would save the district money.

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Steve’s Book Review on the “Wild West.”

Steve’s Book Review on the “Wild West.”

Posted by Steve Schullo, PhD on Apr 29, 2016

My friend Scott Dauenhauer wrote a great book. He is asking all fiduciary-minded financial advisers to take a look at servicing the public school educator market. He explains what you need to know and proceeds to show you in detail how to enter, grow and succeed in your private practice. As a public school teacher, my colleagues need you as the 403(b) market and teachers have been exploited, abused and monopolized for decades by the insurance industry. Public K-12 Educators are begging and screaming for advisers they can trust.

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How is $2.46 Billion Invested in Volunteer Retirement Plans?

Posted by Steve Schullo, PhD on Apr 25, 2016

This is how 24,000 Los Angeles Unified School District Employees Invest their Hard Earned Money for Retirement.

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