WEBINAR: OBBB Tax Planning: Understanding this New Bill and Its Impact
September 15, 2025 @ 6:00 pm
Join us for a webinar to discuss the implications of the Big, Beautiful Bill on what retirees and pre-retirees can plan to pay. We’ll review changes to the tax law and consider recommendations for both retirees and pre-retirees.
Registration is required. CLICK TO REGISTER
This upcoming webinar is designed for retirees and those approaching retirement who want to better understand the new tax law and how to plan around it. We’ll walk through what’s changed, what’s temporary, and what strategies might help reduce your tax bill while supporting the goals you’ve worked a lifetime to reach.
This session will offer practical tips on Roth conversions, charitable giving, deductions, and how to align your finances with the life you want in retirement. Whether you’re already retired or still preparing, you’ll leave with a clearer picture of how to make the most of these new rules.
There will be an open Q&A time after the presentation. You are always welcome to share your questions ahead of time by emailing us. We will record the presentation for your review at any time.
