Impacts of the Secure Act 2.0 Legislation

Learn about recent updates from our transition with Merit Financial Group, a summary of important changes to legislation with the Secure Act 2.0, a market update, and answers to questions in a Q&A session.

Feb. 24th, 2023

Impacts of the Secure Act 2.0 Legislation

- Firm Updates
- Impacts of the Secure Act 2.0 Legislation
- 2022 Market Recap
- 2023 Market Outlook
- Q&A Session

Client webinar recorded live on February 14, 2023

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