Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag

Business Planning – The Flexible Advisor
22/09/2023 26 min
Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag

Listen "Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag"

Descargar episodio Ver en sitio original

Episode Synopsis

Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans. In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern …

More episodes of the podcast Business Planning – The Flexible Advisor

Generative AI in Finance – With Darren Tedesco (Ep. 107) 19/08/2024
Healthcare And Financial Planning – With Christine Simone (Ep. 106) 27/06/2024
Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105) 03/05/2024
Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104) 09/04/2024
Ep 103: Meet Your New Intern: Generative AI – With John Prendergast 19/01/2024
Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D. 05/01/2024
Ep 101:  Why Succession Planning Is Essential – With Linda Willis 08/12/2023
Ep 100:  What Have We Done?! 27/10/2023
Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig 01/09/2023
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA