The "Big Beautiful Bill" Seminar in Slidell, LA
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
Slidell Branch of the St. Tammany Parish Library
555 Robert Boulevard
Slidell, LA 70458
How do you want to get there?
Organized by
Roberts Wealth Management
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