Communications Resource Center
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Communication support for your advisor base. Learn more
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Description/Overview:
In the video, Michelle Riiska, Financial Planning Services Consultant at eMoney, demonstrates step-by-step how she assists Jack and Mia, our sample clients, in optimizing SIMPLE IRA contributions under the new SECURE 2.0 regulations and navigating the complexities of retirement planning while leveraging eMoney’s cutting-edge features.
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.