Learn How the New One Big Beautiful Bill Act Could Affect Your 2025 Taxes

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