Broker Check

Demystifying the SECURE 2.0 Act Legislation

| September 26, 2023

Recorded September 6, 2023 (Part of Our Client Education Series)

You know the legislation's name. You have heard about it in the news. But do you understand how the SECURE 2.0 Act will affect you? Skip reading the pages and pages of "legalese" and instead... Join our Chief Financial Advisor, Tim Kimmel, as he talked with Paul Ried, our CEO, and Adam Jordan, our Director of Investments, about the most impactful upcoming changes for YOU, our client. We reviewed the act's key points, and then took live questions from our audience.

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