It is a great time to be a retirement plan advisor because business owners and their teams need your help more than ever. The explosion of workplace savings plans resulting from the intersection of state mandates to offer plans and Secure Act tax credits to offset the costs of new plan establishment creates opportunities for engagement.
Presenters:
- William D. Cass, CFP, CPWA Director of Wealth Management Programs
- Michael Dullaghan, Director of DCIO Content
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