Search
Close this search box.

SECURE 2.0 Act: 529 Deep Dive

Jennifer Baick

MBA, CFP®, CDFA Senior Director, Financial Planning Group

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®

Director, Financial Planning

Summary

For more information and resources about the SECURE 2.0 Act, please visit our dedicated resource page.

Facebook
Twitter
LinkedIn
Email