Skip to main content

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.

Secure 2 0

Stay Informed & Better Connected To Your Wealth

Get our perspective on trending topics delivered to your inbox quarterly.