How the One Big Beautiful Bill Impacts Your Clients
Join us Tuesday, Aug. 5, at 2 p.m. Central Time
The One Big Beautiful Bill Act (OBBBA) is now law, creating both challenges and opportunities for retirement and tax planning. Are you prepared to answer questions from clients and adjust their plans? Join Senior Market Sales® (SMS) for a high-impact webinar featuring industry expert Joe Elsasser, CFP®, who will break down what the OBBBA means for your clients — especially those who are moderately affluent and vulnerable to stealth tax rate spikes.
As both a practicing financial advisor and the founder of a financial technology company, Elsasser has been a speaker, author and expert source in national publications such as USA Today, MarketWatch, CBS MoneyWatch, Kiplinger and Money. The Covisum® President also has testified as an expert witness in court proceedings on Social Security and pension valuations. Join this webinar to hear his expert insights.
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