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The landscape of financial services is rapidly evolving, especially in the realm of wealth management and retirement plans. A key driver of this evolution is the Secure 2.0 Act, which highlights the growing emphasis on retirement coverage for American workers. This legislative shift presents a significant opportunity for wealth management advisors to venture into the retirement plan space. However, this transition is not without its challenges.

Freedom Fiduciaries® Year-End Recap! As we bid farewell to 2023, I'm filled with immense gratitude for what our incredible team at Freedom Fiduciaries® has achieved. It's been a year of remarkable growth, innovation, and success, and none of it would have been possible without the dedication and hard work of our amazing team. Looking ahead, 2024 holds even more promise, and we're eager to embrace the new challenges and opportunities it brings. Stay tuned for an even more exciting...