Learn how this recently passed legislation will impact strategies around claiming your Social Security benefits, cost of healthcare, taxes, your legacy, and much more! 

Join us for a complimentary gourmet dinner and retirement planning seminar. Our presentation will cover:

• Social Security: Claiming strategies that are aligned with maximizing your benefits throughout your retirement years.
• Healthcare: How significant changes to federal entitlement programs could impact the costs of healthcare in the next decade.
• New Tax Rules: Exposing the new tax breaks that could greatly reduce or even eliminate your tax liabilities resulting in more income when you need it the most.
• The Economy: How to protect your life savings regardless of how the market reacts to significant changes in the One, Big Beautiful Bill.
• State and Local Taxes: Exemption increases could limit your tax bill when filing your IRS returns.
• Estate Planning: Learn about the permanent extensions, on qualifying households, that could save tens to hundreds of thousands of dollars on gifting and estate passthroughs to your loved ones.