Discover What's Inside "The Big Beautiful Bill" Seminar in Navarre, FL

Roberts Wealth Management

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The Club at Hidden Creek

A Free Educational Seminar for Retirees &amp; Pre-RetireesRetirement 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<ul><li>Key provisions of the new bill that directly impact retirees and pre-retirees</li><li>How the legislation could affect Social Security, RMDs, and estate taxes</li><li>Planning opportunities you can use now to protect your wealth</li><li>Strategies to help reduce retirement tax burdens</li><li>Steps to update or create a plan that adapts to changing rules</li></ul>Who Should Attend?This seminar is designed for individuals and couples who are:<ul><li>Nearing retirement or recently retired</li><li>Concerned about taxes and legislation affecting their retirement income</li><li>Interested in estate planning strategies</li><li>Seeking clarity and confidence about how new laws</li></ul>Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.