LEARN HOW THE ONE BIG BEAUTIFUL BILL COULD POTENTIALLY
IMPACT YOUR TAXES, INVESTMENTS AND RETIREMENT

According to Forbes, many Americans approaching retirement fear running out of money. Do you have a plan in place?
 
The One Big Beautiful Bill was passed last July. We’ll break down what changed, what remained the same, and how it may impact your long-term financial goals.
 
Join us at the Confluence Technology Center on Tuesday, March 10, from 6:30 pm – 8:00 pm for an educational workshop covering Taxes, Inflation, and Investments, including the key provisions of this legislation and what they could mean for you.
 
Get professional fiduciary guidance on strategies that may help reduce taxes on your retirement income, including Social Security, and how to position your investments for stronger returns while managing risk. We’ll also discuss how the current political and economic environment may influence your short and long-term financial planning approach.
 
How you take income from your investment’s matters. Structuring retirement income in a tax-efficient way can significantly affect how much you keep. These strategies are most appropriate for individuals or couples with $300,000 or more in investable assets. After this workshop, you’ll be better equipped to build an investment and retirement income plan focused on reducing unnecessary taxes and keeping more of what you’ve earned.
 
 
Attend This Workshop And Learn:

• How the One Big Beautiful Bill (OBBB) may affect your retirement planning.
• Financial strategies that may reduce income taxes on your IRA, 401(k) and similar tax deferred retirement accounts.
• Understand the OBBB additional tax deduction for individuals age 65 and older, and how it may help reduce taxes on Social Security benefits.
• Common investing mistakes that most retirees unknowingly make and how to avoid them.
• Strategies to protect your retirement dollars from extended long-term health care costs.