LIVE WEBINAR

The Big Beautiful Bill: Impact On Your Taxes & Retirement

Wednesday, July 9, 2025 · 10:00 a.m. · 1 hour 0 minutes

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This weekend, President Trump signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages and understand what the law means for you, your taxes, and your retirement plan.

Join us for an interactive webinar where we’ll discuss how the new law:

Changes tax and your tax plan
Impacts financial planning
Provides opportunities for your future

Presenters

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE

Eric Strom, CFP®, EA Director of Financial Planning

Tom Berkholtz, CFP®, EA, ECA Senior Financial Planner, Team Lead

Webinar: The Big Beautiful Bill: Impact On Your Taxes & Retirement by Annex Wealth Management

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