Advice Engagement: Secure ACT 2.0, Tax & Financial Planning
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Advice Engagement: Secure ACT 2.0, Tax & Financial Planning
Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth as they talk about advice engagement. Learn about SECURE ACT 2.0 and the changes to RMD’s, college savings, and retirement planning. Discover why fear, confusion and anger are the three main emotions people have when dealing with taxes. Find out why Ross believes advisors should be doubling down on student loan planning. Do you want to know what 2 out of 3 survey participants sought advice for from a CPA? Do you want to know why visuals are so effective in communicating complex concepts? Find out the answer to these questions and more with Ross Riskin!
