The Secure Act will provide financial advisors multiple opportunities throughout the coming year and beyond to engage in meaningful interactions with their clients and industry contacts regarding the impact of the new rules, and potentially create new relationships with prospects.
To take advantage of the gift that will keep on giving for years to come, financial advisors must first be certain they have a firm grasp of the rule changes and the impact the SECURE Act could have on their clients, prospects, and service providers. Read more here
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