The Road Ahead | A Brief Overview of Secure 2.0

Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the changes mean to you, your business and your clients as well as highlight new related opportunities.

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State of PEPs: Q&A with Theresa Conti

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With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.