DiscoverFinancial Advisor Marketing PlaybookEp. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act
Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act

Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act

Update: 2019-08-16
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In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.

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Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act

Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act

Mark Mersman