JUNE 21, 2023

Uncomplicating the Secure 2.0 Act and better efficiencies to financial planning with Daniel Gregoire

Secure 2.0 has further complicated planning practices for financial advisors. It’s a dense document with so many additions and changes. In this episode, Daniel Gregoire talks in depth about Secure 2.0, how it impacts advisors, and how to create greater efficiencies as financial planning becomes more complex.