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The Secure Act – The gift that keeps on giving

March 02, 2020 | STRATA Trust Company

The Secure Act provides financial advisors multiple opportunities throughout the coming year and beyond to engage in meaningful interactions with their clients and industry contacts regarding the impact of the new rules, and potentially create new relationships with prospects. This whitepaper will help you take advantage of the gift that will keep on giving and learn more about how you can grow your business by leveraging the benefits of The Secure Act.

STRATA Trust Company
7901 Woodway Drive
Waco, TX 76712

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