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 potentially 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

Terry Anderson, CFP®

Individuals and families who hire financial services firms face a major challenge in today’s economic environment. Most firms focus on part of a client’s problem. That’s not Integrated Financial Architects focus; they look at the whole picture and use Terry’s 30+ years of experience & knowledge to solve known and unknown problems. Our mission is “To simplify the financial lives of our clients and provide peace of mind through a team approach of problem solving."

Check the background of this investment professional on FINRA’s BrokerCheck.

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