A Free Educational Seminar for Retirees & Pre-Retirees
Retirement planning is changing dramatically — and new legislation could affect your taxes, estate plans, and income strategies more than you realize. Join us for a special presentation where we break down the sweeping changes in the latest tax and retirement legislation (the “Big Beautiful Bill”) and what it means for your future.
What You’ll Learn
- Key provisions of the new bill that directly impact retirees and pre-retirees
- How the legislation could affect Social Security, RMDs, and estate taxes
- Planning opportunities you can use now to protect your wealth
- Strategies to help reduce retirement tax burdens
- Steps to update or create a plan that adapts to changing rules
Who Should Attend?
This seminar is designed for individuals and couples who are:
- Nearing retirement or recently retired
- Concerned about taxes and legislation affecting their retirement income
- Interested in estate planning strategies
- Seeking clarity and confidence about how new laws
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
