About this Event
What the “Big Beautiful Bill” means for your plan—plus practical moves before December 31
Two in-person sessions
- Wed, Nov 19, 2025 • 6:00–7:00 PM — Propell Credit Union, Glen Mills (Baltimore Pike)
- Thu, Nov 20, 2025 • 6:00–7:00 PM — Propell Credit Union, Manoa Shopping Center (Havertown)
Overview
Markets have been a roller coaster, tax rules have shifted, and 2026 is right around the corner. This fast, plain-English workshop reviews 2025’s key economic trends and policy changes—including highlights from the “Big Beautiful Bill”—and shows simple, legal year-end strategies that may help you minimize taxes and tighten your financial plan before December 31. Bring your questions; we’ll leave time for Q&A.
This session is hosted by Propell Credit Union with featured speaker Bob Protesto of Haddon Planning Group, a vetted, preferred partner serving many Propell Members. Expect practical guidance without the jargon or the red tape.
You’ll learn how to:
- Decode the biggest 2025 economic and market drivers and why they matter for savers, investors, and business owners.
- Understand updates tied to the Big Beautiful Bill (what changed, who’s affected, and timelines to watch).
- Make year-end moves (charitable strategies, retirement contributions, tax-efficient withdrawals, RMD planning, gain/loss harvesting) that may lower your 2025 tax bill.
- Pressure-test whether your current plan still fits today’s rules—and what to adjust heading into 2026.
- Turn uncertainty into a simple checklist you can act on in one hour.
Who should attend
- Propell Members (and guests) who want a clear, current picture of the economy, tax changes, and next steps.
- Anyone unsure if their plan still covers today’s realities—or who hasn’t built a plan yet and wants a straightforward starting point.
- Business owners and nonprofit leaders aiming to protect cash flow and make tax-smart decisions before year-end.
About the speaker
Bob Protesto, Financial Advisor, Haddon Planning Group
Bob specializes in year-end planning strategies and retirement readiness for families, professionals, and business owners. He partners closely with Propell Members to align portfolios, tax strategy, and real-life goals—so decisions feel practical and doable. (Haddon Planning Group is a vetted, preferred Propell partner.)
Why Propell?
Propell exists to cut the red tape and help our community build real financial independence with clear guidance, competitive products, and local partnerships. We keep it simple, transparent, and valuable, so you can focus on living and growing right here at home.
Format
- 45-minute briefing + 15-minute Q&A
- Free to attend • Seats are limited • Refreshments and Beverages will be served
- Bring a friend—guests are welcome
Event Venue & Nearby Stays
Propell Credit Union, 1100 Baltimore Pike on 11/19, Glen Mills, United States
USD 0.00
