Episode 15: The Ultimate Guide to 403(b) Plans — With Matt Drummond
What is a 403(b) plan and how does it work?
Find out with David Pulcini and guest Matt Drummond, national sales director at PCS Retirement, LLC, as they answer your questions and concerns about 403(b) plans and share the most common mistakes their clients make when planning for retirement!
In this episode, you’ll learn:
- The answers to your commonly asked questions about 403(b) plans
- Common mistakes clients make in 403(b) plans
- Potential 403(b) plan horror stories
- Trends and shifts in 403(b) plans
- And more!
Tune in to discover more about 403(b) planning today!
Resources: Connect with David on Linkedin | SixPoint Financial Partners | Connect with Matt Drummond on Linkedin | Matt’s Email
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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