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SUMMARY:WEBINAR: OBBB Tax Planning: Understanding this New Bill and Its Impact
DESCRIPTION: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. \n\nFREE Educational Webinar\, “OBBB Tax Planning: Understanding this New Bill and Its Impact” on Monday\, September 15th at 6pm\n\nRegistration is required. CLICK TO REGISTER \n\n\nThis 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. \n\n\n\nThis 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. \n\n\n\n\nThere 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. \n\n\n\n\nCLICK TO REGISTER \n\n\n\nZoom is easy to use\, and what is better than joining us from the comfort of home? There will be an open Q&A time after the presentation\, time allowing. Individuals are welcome to schedule a phone consultation to discuss personal questions one-on-one after the presentation.\n\n\n\nDisclosures: Investment Advisory services offered through Turner Financial Group\, Inc. an SEC Registered Investment Advisory Firm. 
URL:https://dedicatedfinancial.com/event/webinar-obbb-tax-planning/
CATEGORIES:Zoom
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