Build Your Retirement Advisory Through Trust and Service
June 24 @ 2:00 pm – 3:00 pm EDT
Join us as Zach Keep, a Compliance Risk Manager at Paychex, reviews the latest regulatory changes and developments in retirement planning, focusing on Secure Act 2.0 and state retirement mandates. Explore how these changes can be leveraged to enhance your clients’ trust and loyalty, strengthen your advisory, and position your firm as a leader in retirement solutions.
Learning Objectives:
Describe the key steps for incorporating retirement planning services into an existing firm’s practice offerings.
Determine how to review and compare various retirement solution options.
Identify recent regulatory changes and explain how each expands retirement planning options for clients.
