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Secure 2.0 – Roth IRA & 529 Feature with Kate Feeney, CFPⓇ, CFA

April 9, 2025

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Summit Place Financial Advisors, LLC

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Summit, NJ 07901

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About
Our People
Our Clients
- Our Specialty: $5-$25M Portfolios
- Getting You There: Accumulating $5M+
Knowledge & Insights
Disclosure Info
FAQs