2023 Definiti Academy – Fall
Advisor Track

Pat Toomey, U.S. Senator – Pennsylvania, Retired, shares perspectives on what comes next after SECURE 2.0 and tax matters related to retirement plans. Brian Graff, Chief Executive Officer from the American Retirement Association covers how financial advisors and third-party administrators, like Definiti, can help employees fill in the gaps on retirement savings needs and the future of U.S. retirement plans.