Appleton | Annex Wealth Management

What The One Big Beautiful Bill Means For Your Taxes & Retirement

Wednesday, October 29, 2025 · 11:30 a.m. ·  1 hour 30 minutes


The Waters

1393 Washington Ave

Oshkosh, WI 54901

Event Begins at 11:30am

Lunch Included

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

Jeff Daye, CFP®, CRPS®, RPA Wealth Manager, Appleton

Chad Durkee, CPA, Elevate Accounting LLC

Chad has extensive experience with general accounting (bookkeeping, payroll, sales tax), tax preparation/planning, business consulting, and financial statement preparation

What The One Big Beautiful Bill Means For Your Taxes & Retirement