"One Big Beautiful Bill" Seminar in Shenandoah, TX
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"One Big Beautiful Bill" Seminar in Shenandoah, TX

By Roberts Wealth Management

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.

Category: Business, Finance

Good to know

Highlights

  • In person

Location

Sal e Brasa Woodlands

1700 Research Forest Drive

Shenandoah, TX 77381

How do you want to get there?

Organized by

Roberts Wealth Management

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Free
Nov 5 · 6:00 PM CST