Description

Teacher gets phishy email from Equitable salesperson. Does it violate FINRA section 2210(d)(1)(A) and (B)?

• Equitable to Pay $50 Million Penalty
• What's That Phishy Smell in Your Inbox?
• 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®).