Review of 2022 and Secure 2.0 Act Webinar
WEDNESDAY, JANUARY 11, 2023
On Wednesday, ProVise hosted an informative webinar for clients and friends. Eric Ebbert, CFP®, our CEO, and Daniel Mannix, CFA®, Chair of the Investment Committee, reviewed 2022 (one to forget) and looked ahead to what to expect in 2023 (one that will be better…we hope). Ray Ferrara, CFP®, our Founder and Executive Chair, hosted the meeting and discussed the new SECURE 2.0 Act, which makes 92 changes to retirement plans.
Ray Ferrara, CFP®
Executive Chair
Eric Ebbert, CFP®
CEO
Daniel Mannix, CFA®
Chair of the Investment Committee
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