"One Big Beautiful Bill" Seminar in Pensacola, FL

Tue Nov 04 2025 at 06:00 pm to 07:00 pm UTC-06:00

Pensacola State College | Pensacola

Roberts Wealth Management
Publisher/HostRoberts Wealth Management
"One Big Beautiful Bill" Seminar in Pensacola, FL
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About this Event

A Free Educational Seminar for Retirees & Pre-Retirees

Retirement planning is changing dramatically — and new legislation could affect your taxes, estate plans, and income strategies more than you realize. Join us for a special presentation where we break down the sweeping changes in the latest tax and retirement legislation (the “Big Beautiful Bill”) and what it means for your future.

What You’ll Learn

  • Key provisions of the new bill that directly impact retirees and pre-retirees
  • How the legislation could affect Social Security, RMDs, and estate taxes
  • Planning opportunities you can use now to protect your wealth
  • Strategies to help reduce retirement tax burdens
  • Steps to update or create a plan that adapts to changing rules

Who Should Attend?

This seminar is designed for individuals and couples who are:

  • Nearing retirement or recently retired
  • Concerned about taxes and legislation affecting their retirement income
  • Interested in estate planning strategies
  • Seeking clarity and confidence about how new laws

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

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Event Venue & Nearby Stays

Pensacola State College, 1000 College Boulevard, Pensacola, United States

Tickets

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