Join Nathan Cox, a local retirement income planner and wealth manager, for an information-packed event.

SEASONED PROFESSIONALS REVEAL THE HIDDEN RISKS AND OPPORTUNITIES IN TODAY’S MARKETS

Topics will include:

• Understanding the “Big Beautiful Bill”: A clear overview of the bill’s most impactful provisions and how they may affect retirees.
• New Tax Rules & Retirement Strategy Adjustments: Learn how changes in tax brackets, deductions, and RMDs could impact your retirement income.
• Estate & Legacy Planning Implications: Whether your current estate plan remains viable under the new legal framework, and what updates may be prudent.
• Social Security & Medicare Considerations: Discover how the new legislation might influence your benefits and timing decisions.
• New Standard Deduction Increases, But Only Until 2028: Find out how to make the most of temporary boosts.
• Permanent Extension of 2017 Tax Cuts: Learn how the bill makes the 2017 Tax Cuts and Jobs Act permanent, helping you avoid potential tax increases.

Important Bonus Strategy: Don’t Miss the Big Beautiful Bill’s Once-in-a-Lifetime Chance to Build Family Wealth.

Seating is limited. Go online today to reserve your seat: register here.