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Dan's Blog

403bwise Will Come to You 🌎

November 10, 2020

One of the funnest parts of running 403bwise for the past 20 years has been traveling to meet teachers and school employees. Along with my podcast partner fiduciary advisor Scott Dauenhauer, CFP, we have made dozens of presenations across the country. Sadly, this all came to a screeching halt in Spring thanks to Covid-19. We had to cancel three events in April alone.

Zoom + Nearpod

Thanks to Zoom and Nearpod we have been doing weekly events on topics like the 403(b), the 457(b), investing, annuities, and working with an advisor. We have also been hosting "Fireside Chats" with some of our favorite people from the teaching and investing world. Through these virtual events, which we try and make as interactive as possible, several attendees have reached out to see if we could do "customized" sessions for their colleagues. We have been only too happy to comply. In fact, we are doing two this Saturday.  

Request a Session

We want to do even more of these customized events. You can request a presentation through our Presentation Request Form.

A Few of Our 2019 In-Person Events


Williamsville, New York


Anaheim, California

Post Covid

Post vaccine, we plan to continue our weekly virtual events. We'll also continue to do custom virtual events. But I know I speak for Scott when I say we can't wait to get back on the road. And boy do we have a lot of built up travel credit. 

Stay wise and well. 

 

Related Podcast:

Let's Go (to) Buffalo! 403bwise in Buffalo; 2020 403(b) limits; and Horace is not the 403(b) Mann. Listen Now »