ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Proactive Retirement Planning Discussions"
Episode Synopsis
The old traditions of our business sometimes get in the way of holistic financial planning. We must change our practices in order for us to serve clients more effectively and differentiate ourselves from the competition. The Secure Act 2.0 provides an opportunity to proactively communicate with our clients and address their needs. In this episode, CEO Matt Johnston offers ideas on how to start those conversations.
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