January 31, 2024
JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.
JULY’s Secure 2.0 Decoded
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While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025.