Ad copy

Planning for retirement is hard enough — new rule changes are making it even more important to stay informed. Join us for a complimentary, in-person workshop where we’ll break down what the “Big Beautiful Bill” could mean for your retirement, your family, and your long-term strategy. You’ll learn how to: 👉 Understand potential changes to Roth IRA rules and beneficiary options 👉 See how the Bill may affect estate planning and inheritance 👉 Prepare for healthcare, inflation, and lifestyle expenses 👉 Help your resources last through every phase of retirement 👉 Reduce taxes with smart withdrawal and allocation strategies 👉 Turn savings into dependable retirement support Seats fill quickly — tap Learn More to reserve your spot. *Use of the meeting space does not constitute an endorsement of the program or its content by the venue.