Discover What's Inside "The Big Beautiful Bill" Seminar in Gautier, MS
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Discover What's Inside "The Big Beautiful Bill" Seminar in Gautier, MS

By Roberts Wealth Management
MGCCC - Jackson County CampusGautier, MS
Oct 25 at 10:00 AM CDT
Overview

Seats are limited, reserve your tickets now!

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.

Seats are limited, reserve your tickets now!

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.

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Roberts Wealth Management
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Oct 25 · 10:00 AM CDT