LIVE WEBINAR

The One Big Beautiful Bill: What Business Owners Need to Know

Thursday, July 17, 2025 · 10:00 a.m. ·  1 hour 0 minutes

Register

Error: Please enter your full name.
This field is required.
This field is required.
By signing this form you are expressly consenting to be contacted by Annex Wealth Management about its services.

Whether you're planning your exit, expanding your enterprise, or just getting started, this webinar is for you. We’ll unpack “The One Big Beautiful Bill.” Join us as we explore the following:

· Exit and succession planning

· Estate planning for business owners

· Buying or selling a business

· Choosing the right legal entity (LLC, S-Corp, C-Corp, etc.)

It doesn't matter if you're a seasoned entrepreneur or just starting out, this webinar will help equip you with the knowledge to make informed, strategic decisions

Presenters

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

Brian Lamborne, JD, LLM, Senior Wealth Strategist

Webinar: The One Big Beautiful Bill: What Business Owners Need to Know by Annex Wealth Management