Late Bloomer Wealth

LAUSD 403b

L.A. Teachers: LAUSD’s Award Winning 457(b) Plan Presentation

The first 100 Retirement Investment Workshop participants will get a complimentary paperback copy of Fighting Powerful Interests! (You can also get my free book right now on this blog as an eBook).
To register for the Saturday, April 16th workshop at UTLA headquarters, call Evy Vaughn, UTLA Conference Secretary (213) 487 5560 or register online by clicking “Learn More” below.

Interviewed by Fiduciary Attorney: K-12 403(b) Plans

 Reforming K-12 Public School District 403(b) Plans Part 1 of a 3-Part Series For Part 2: click here May 7, 2015 Steve Schullo is working to shed light on the awful shortcomings of K-12 403(b) plans. Scott Simon, 05/07/2015 Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also …

Interviewed by Fiduciary Attorney: K-12 403(b) Plans Read More »

Book Review: Author did the job for her client’s best interests, now is the time us K-12 educators to demand ours!

Section 403(b) Compliance Guide for Public Education Employers by Ellie Lowder Book Review and an Editorial by Steve Schullo As a retired teacher serving on my district’s 403(b)/457(b) Retirement Investment Advisory Committee, I read this book with great interest. While it’s a compliance guide written for district employers and their benefit administrators, every public education …

Book Review: Author did the job for her client’s best interests, now is the time us K-12 educators to demand ours! Read More »

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