Welcome to Our Tax Strategies Webinar: One Big Beautiful Bill Implications For Retirees

This timely webinar is designed specifically for retirees and near-retirees looking to make sense of the sweeping changes introduced by the newly passed One Big Beautiful Bill Act (OBBB), signed into law on July 4, 2025.

What You’ll Learn

Join our team of experienced financial professionals as they:

• Break down the key provisions of the OBBB Act and how they could impact retirement income, Social Security taxation, Medicare premiums, RMDs, estate planning, and more

• Explore what the new rules mean for tax planning going forward—and what strategies may need to be adjusted or rethought entirely

• Share practical, forward-looking guidance to help you preserve income, reduce taxes, and stay confidently on track in retirement

Whether you’re drawing down your portfolio or planning your next phase, this webinar will equip you with the insight you need to make informed decisions in this new tax era, and is a must-attend for anyone seeking to stay informed and proactive about their tax & retirement planning.