Description
It’s a new year and a new administration. How do the markets look going into 2021? In this class we will explore the current economic trends, strengths, and weaknesses. We will also look at the SECURE Act, potential changes, and how they may affect your planning. Please bring your questions and concerns.
Barbara Norman, CFP® started her career in 1986. She is the CEO of Sage Path Solutions, a Financial Planning and Wealth Management Firm, and she is the Founder of the Women’s Financial Academy, a non-profit educational foundation.