We have another TPA Tidbits lined up for you today! On today's tidbit, Melissa is joined by Amanda Iverson and Lynn Young of Pinnacle Plan Design in Arizona (via Zoom). Amanda is the CEO of PPD and Lynn is a Consulting Actuary of PPD. Similar to most of our Tidbits guests, these three amigas were introduced and have become friends all thanks to the retirement industry. Listen to what Amanda, Lynn, and Melissa think about the newly passed Secure 2.0 Act.
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Music by Adam Vitovsky