Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.
Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. You can reach us at email@example.com.
Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.
In this week’s webinar I devote our entire time, and go more in-depth, to bring you more important changes in the new “Secure Act 2.0” legislation.
There are over 100 changes in the legislation that affect retirement planning and financial planning. There will surely be more to discuss about this important legislation in the next several months but this discussion should give you a good starting point.
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Schedule a meeting with Mark by emailing: firstname.lastname@example.org
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.