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CLICK HERE: One Big Beautiful Bill - Educational Classes

Thu, Sep 4 at 1:40 PM

EDUCATIONAL WORKSHOP!

 

Call to RSVP Today!

 

(719) 596-4844

How Does This New Bill Affect My Retirement?

RSVP TODAY!

 

Curious how this new bill will affect your retirement? These workshops are filling quickly so call soon and secure your seat!

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The One Big Beautiful Bill Act (OBBBA) contains numerous provisions that may affect your retirement.
 
Join us at one of our upcoming workshops.  We'll explain the details in a way that's easy to follow, giving you clarity in navigating through the new tax provisions.
 
Attend with a friend!  Call to RSVP Today!

We Believe...
 

Understanding the new bill is the first step in planning wisely.  Our team of experts will cover the key points, answer your questions and help you make better retirement decisions.
 
DATES AND TIMES
 
 
Thursday, September 11, 2025
Events at 3:00p (FULL) & 6:00p
 
Tuesday, September 16, 2025
Events at 3:00p (FULL) & 6:00p

 
LOCATION
 

OUR OFFICE
6775 Rangewood Drive
Colorado Springs, CO 80918

KEY POINTS

WE WILL COVER

Social Security Taxation
* Enhanced Deduction for Seniors
* No Tax on Car Loan Interest
* Residential Clean Energy Credit Termination
* Estate & Gift Tax Exemption Increases
* Changes in Business Deductions
* Gambling Losses
* Above-the-Line Charitable Deduction Reinstatement

CALL TO RSVP   

(719) 596-4844

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