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Must-See Episode of "Between Two Daves" on the Topic of Tariffs Available Now!

SECURE 2.0 Act

Financial Strategist Joel Estes, CFP®, CPFA®, NQPA™, offers an insightful overview of the SECURE (Setting Every Community Up for Retirement Enhancement) 2.0 Act retirement legislation that went into effect in December 2022. Joel focuses on four key changes provided in the federal legislation that may benefit you.

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