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Deconstructing the Secure Act 1.0, 2.0 & Automating a Proactive Approach to Legislation

The House has passed the Secure Act 2.0 which includes over 50 new retirement provisions. How does this effect you as an advisor and your clients? And how can you turn the recent changes into planning opportunities?

Join Andrew Altfest, CFP, President of Altfest Personal Wealth Management and Founder of FP Alpha, and Steve Siegel, Estate and Tax Industry Expert as they break down the following:

Watch the webinar here.