Mequon | Annex Wealth Management

What The Big Beautiful Bill Means For Your Taxes & Retirement

Tuesday, August 19, 2025 · 5:00 p.m. ·  1 hour 30 minutes


Annex Wealth Management - Mequon

12200 Corporate Parkway, Suite 800

Mequon, WI 53092

Doors Open: 5:00pm 

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, and your retirement plan.

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

  • Change tax and your tax plan
  • Impact financial planning
  • Provide opportunities for your future
Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Eric Strom, CFP®, EA Director of Financial Planning

What The Big Beautiful Bill Means For Your Taxes & Retirement