August's Educational Events
Coffee & Conversation - Wednesday, August 13th at 9:30 AM
Lunch & Learn - Wednesday, August 13th at 11:30 AM - Session Full, Waitlist Only
Extra Session – Wednesday, August 13th at 2:00 PM - Session Full, Waitlist Only
Wine & Wisdom - Wednesday, August 13th at 4:30 PM
Lunch & Learn - Wednesday, August 13th at 11:30 AM - Session Full, Waitlist Only
Extra Session – Wednesday, August 13th at 2:00 PM - Session Full, Waitlist Only
Wine & Wisdom - Wednesday, August 13th at 4:30 PM
Topic: The Big, Beautiful Bill - What It Means For You
What’s changing — and when — under the new tax and spending law
2025 tax year highlights: standard deduction increases, new deductions for those age 65+, and more
What stays the same — key planning items that remain untouched
Big-picture implications for estate planning, Roth strategies, and gifting
How we’re adjusting financial plans in anticipation of the 2026 changes
2025 tax year highlights: standard deduction increases, new deductions for those age 65+, and more
What stays the same — key planning items that remain untouched
Big-picture implications for estate planning, Roth strategies, and gifting
How we’re adjusting financial plans in anticipation of the 2026 changes
