The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving.

In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve received, and field your concerns.

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

Jenny Jesse, CFP®, EA, Senior Financial Planner

Webinar: What The Big Beautiful Bill Means For Your Taxes & Retirement by Annex Wealth Management