• EP7 - New Technology and Secure Act 2.0

  • 2023/01/20
  • 再生時間： 11 分
  • ポッドキャスト

EP7 - New Technology and Secure Act 2.0

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  • サマリー

  • In this episode, Greg reflects on two things: new technology hitting the financial services industry, and the Secure Act 2.0.

    Technology has made it easier than ever to provide clients with a comprehensive range of solutions. Greg talks about one specific tool in this episode.

    On the other side of things, the Secure Act 2.0 is setting up a ticking tax time bomb for many consumers. Financial advocates are needed to help clients avoid this.

    Connect with the Wealth Solutions Network:

    • Wealth Solutions Network Website
    • LinkedIn Page
    • LinkedIn Group
    • Facebook Page
    • info@wealthsolutionsgroup.biz
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あらすじ・解説

In this episode, Greg reflects on two things: new technology hitting the financial services industry, and the Secure Act 2.0.

Technology has made it easier than ever to provide clients with a comprehensive range of solutions. Greg talks about one specific tool in this episode.

On the other side of things, the Secure Act 2.0 is setting up a ticking tax time bomb for many consumers. Financial advocates are needed to help clients avoid this.

Connect with the Wealth Solutions Network:

  • Wealth Solutions Network Website
  • LinkedIn Page
  • LinkedIn Group
  • Facebook Page
  • info@wealthsolutionsgroup.biz
続きを読む 一部表示

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