Washington Policy Update and Planning Considerations
Presented By: Putnam Investments & Miller Wealth Management
Today I was joined by Patrick Caine who is a Senior Wealth Management Specialist with Putnam Investments to discuss the current retirement landscape, actionable ideas and opportunities within family planning given the passage of the SECURE 2.0 ACT. Below is a Youtube link to the pre-recorded fireside chat we held on Thursday March 9th. As I mentioned in the video our discussion today focused on the areas of family planning. In our next discussion we will focus on considerations around small businesses planning.