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Home Office - Newsletter

January 2023 Home Office Newsletter

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Date Sent: January 20, 2023

Audience: Home Office | Learn more about audiences

Description/Overview:

This newsletter highlights SECURE 2.0 Act of 2022 and the updates eMoney will be implementing to reflect the latest tax laws. Other highlights include How to Present a Financial Plan, and reports, API, and training updates.

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Communications Resource Center

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By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.