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Watch our latest video: "3Q2023 Market Review and Outlook for 2023"

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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