2023 Tax Legislation Insights, SECURE 2.0 and eMoney Analysis (1 CFP® CE Credit*)

Join eMoney for an in-depth look at recent tax law updates for 2023 focusing on Secure Act 2.0. Our discussion will include eMoney platform updates that result from the legislative changes as well as using the eMoney application to facilitate engaging tax conversations with your clients.

*CFP Credits not applicable for viewing recorded webinar

Michelle Riiska, ChFC®
Financial Planning Services Consultant eMoney Advisor
Matt Manella, CFP®, CKA®, CSRIC®, AEP®
Financial Planner
eMoney Advisor
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