Off The Clock
An estate planning podcast by Procino-Wells & Woodland, LLC.
Off The Clock
SECURE 2.0 Act with Jeff Montgomery
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Procino-Wells & Woodland, LLC
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Season 6
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Episode 59
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Jeff Montgomery is the Founder and President of Montgomery Financial, a fully independent Registered Investment Advisory firm. We value Jeff's attention to detail and thorough approach to planning, including his knowledge and interpretation of the SECURE Act. Jeff was one of our very first podcast guests and he's back to discuss the latest changes to this law. This is another example of how Jeff and his team bring complex topics to life in easy to understand terms.