NAIFA-BROWARD Zoom Meeting
ZOOMWednesday, April 15th, 2020 9:00 AM Secure Act and Market Viewpoint A Review of the new Secure Act including Q and A on the current environment. GUEST SPEAKER: Dr. Jason E. Heller CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CMFC®, AAMS®, CRPC®, CFS®, AWMA®, CRPS®, BCAA, BCS, CAP®,AEP, CFBS® Head of Planning Solutions Group, Coastal Wealth…