What the ‘One Big Beautiful Bill Act’ Means for You: A Financial Outlook for Retirees and Investors

Description

A LIVE PODCAST EVENT COVERING THE “ONE BIG BEAUTIFUL BILL ACT” & WHAT THE LEGISLATION MEANS FOR YOU!

Featuring Jason Nickerson, CFP®, EA; Andrew Baron, CFP®, EA; and Dan Obrist, CFA

Date & Time: Monday, September 15th at 6 p.m.
Location: JGUA Headquarters (343 Daniel Zenker Drive, Horseheads, N.Y.) or Virtual Attendance
Cost: Free to attend

A sweeping new tax bill has been signed into law. What does it mean for your financial future?

The recently passed One Big Beautiful Bill Act introduces major updates to tax policy, retirement planning, healthcare programs, and financial markets. Whether you’re actively building wealth, nearing retirement, or managing assets in retirement, understanding the real-world impact of this legislation is essential.

Unlike most breakdowns of the bill, this session goes beyond just the provisions. Our team will unpack what the new law means for your financial life—connecting the dots between policy changes, the markets, and your financial plan.

Topics We’ll Cover Include:

• Key provisions of the One Big Beautiful Bill Act and what’s changing vs. staying the same
• The outlook for income taxes, capital gains, and retirement income
• New rules affecting Required Minimum Distributions, Roth conversions, and charitable giving
• Estate and gift tax changes and how they may impact your legacy planning
• How the legislation may influence the stock market, interest rates, and inflation
• Sector Implications & Investment Themes
• Healthcare program shifts, including Medicaid and Medicare-related changes
• Actionable steps you can take now to adjust your financial plan

Who Should Attend

This event is designed for individuals who want to stay informed and proactive about their financial future, including:

• Those planning for or in retirement
• Individuals managing investment or business assets
• Anyone looking to reduce taxes, grow wealth, and plan with purpose

Reserve Your Spot Today

This event is free to attend, but registration is required. Don’t miss your opportunity to hear directly from financial professionals as they break down what this legislation means for you and your financial future!

Reserve your spot today below, we hope to see you there!