The Wise Investor Show - Baird

Current Events in Financial Planning


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Matt Anderson shares some of the current events being discussed in the world of financial planning. Topics include the Secure Act 2.0 which made its way through the House Ways and Means Committee two weeks ago as well as the American Families Plan introduced by President Biden at the end of April. 

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The Wise Investor Show - BairdBy The Wise Investor Group