
Sign up to attend a no-cost, educational workshop designed to help adults aged 60 and over better understand the One Big Beautiful Bill and how legislation may relate to retirement and financial planning.
This session will provide a general overview, highlight key areas being discussed, and include limited information on potential Social Security considerations as they relate to retirees and those nearing retirement.
What you’ll learn:
• An overview of the One Big Beautiful Bill
• How proposed changes may affect retirees and pre-retirees
• Common mistakes to avoid when transitioning into retirement
• General income, tax, and retirement planning considerations
• A brief discussion of possible Social Security impacts
• Potential tax strategies
This event is intended to help attendees stay informed and ask questions in a relaxed, educational setting.
Important Information:
- This is an educational workshop only
- No insurance or financial products will be sold
- There is no obligation to purchase or enroll in any product
- Seating is limited and registration is required
- Light refreshments will be provided
- There is no cost to attend.
Be the first to know when registration opens!