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JOIN US FOR A COMPLIMENTARY PRESENTATION

THE IMPACT OF THE ONE, BIG BEAUTIFUL BILL

Understand How the New Bill and Other Recent Policy Changes Could Affect You, Your Family and Your Legacy for Years to Come!

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What You'll Learn

The One, Big Beautiful Bill Act – Are there any negative implications to your retirement savings? Could you be overlooking some of the new benefits it can provide you?
The Economy - Will sweeping changes to trade policy and tariffs further reduce your buying power and alter the retirement lifestyle you’ve planned for? Do you have any ways to lessen the impact?
America’s National Debt & Deficit - How will this looming problem likely impact your retirement?
Social Security – Are there new claiming strategies or tax implications that you could benefit from?
Longevity Risks - Will you outlive your money? Who will take care of you if your health fails?
Taxes - How might future tax hikes affect your retirement? Will you be left with enough money?
Retirement Income - How can you generate lifetime income that is both predictable and dependable?

Featured Speaker

Bryant E. Stone Jr.

For almost two decades, I have been designing income solutions for retirees. As a fiduciary, my passion is helping clients achieve Economic Freedom with clarity and confidence. At my presentations, many attendees have had the same concerns you do about retirement.

"Are my taxes going to go up?", "Will I outlive my money?", "Will healthcare costs keep rising?"

Come enjoy this complimentary dinner and presentation to hear how others were able to help ease their retirement fears.

Advisory services are offered by Stone Legacy Capital LLC, an Investment Advisor in the State of North Carolina. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Stone Legacy Insurance LLC, an affiliated company. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Taverna Agora and its employees. The content presented or offered through handout materials is provided for information purposes only, is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for financial decisions. Stone Legacy Capital is not affiliated with the U.S. government, Social Security Administration, U.S. Centers for Medicare & Medicaid Services, or any governmental agency.