Secure Act 2.0 and other changes coming in 2025

www.FinancialGr...
Join Aaron Bert, CFP®, AIF®, and Joe Bert, CFP®, AIF®, as they take your calls and provide expert answers to your questions.
Financial Planning and Investment Management services provided through Certified Advisory Corp, “CAC”, a federally registered investment advisor. CAC is a federally registered investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.
Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized legal, tax, or investment advice but are limited to the dissemination of general information. Listeners should consult with a legal, tax and/or investment professional for advice specific to their needs.
Disclaimer: Fee-Based Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm.

SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®.

This website is for informational purposes only and does not constitute a complete description of our services. This website is not a solicitation or offer to sell securities or investment advisory services.

Visit the Company Website for Certified Financial Group, Inc www.financialgr... to review the following information:
-States where are our various member firms are registered in to offer Securities.
-Web Disclosures

-Business Continuity Plan

-Code of Ethics

-Privacy Statement