How the New Bill Impacts Your Retirement Income Strategy

Congress just passed what some are calling the “Big Beautiful Bill”—a sweeping tax package that delivers real, measurable benefits for retirees. Recent legislation offers new deductions and extended benefits specifically designed to help retirees keep more of their income.

However, these enhanced provisions come with income limits, sunset dates, and complex rules that require careful planning to take full advantage. In this timely and practical workshop, we’ll walk you through exactly what’s changed—and what steps you need to take now to maximize your benefit.

Whether you’re already retired or preparing for it, this session will help you understand how the new rules can lower your tax bill, increase your income, and protect your financial future.

Seats are limited. Join us for practical information for retirees and make the most of the opportunity while it’s here.

Info: Overview of today's unique tax opportunities for retirees.

Info: Enjoy lunch, good company & conversations, and useful take-home materials.

Event Venue & Nearby Stays

Chophouse at Nocatee, 330 Pine Lake Drive, Nocatee, United States