Understanding the SECURE Act 2.0


















David Wood
1120 Cottonwood Drive
Suite 2
Loveland, OH 45140
(513) 774-9049
Jess Bennett
5995 Fairfield Rd
Suite 5
Oxford, OH 45056
(513) 523-1515
A good professional provides important guidance and insight through the years.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
It's easy to let investments accumulate like old receipts in a junk drawer.