August 19th, 202512:00pm CDT
August 19th, 2025 | 12:00pm CDT
Virtual
What the One Big Beautiful Bill Means for Retirees
Signed into law on July 4, the One Big Beautiful Bill Act includes a range of tax and estate planning changes that could significantly affect retirees. But with so much information circulating, how do you know what’s relevant to you? Whether you're drawing down retirement accounts, factoring in Social Security payments, or thinking about your legacy, it’s essential to understand what’s changing and what’s staying the same.
Join Chief Planning Officer Jeffrey Levine for a retiree-focused breakdown of the bill’s key provisions and what they could mean for your 2025 tax year and beyond.
In this session, you’ll learn:
- Which parts of the Tax Cuts and Jobs Act are staying, and which are going away.
- How retirees may be able to benefit from certain deductions, including the new enhanced deduction for seniors.
- What the bill could mean for other aspects of your plan, including charitable giving and estate planning.
Register Now
Featured Speakers
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Learn more about JeffreyClients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
Other Upcoming Events
August 19th, 2025 | 1:30pm CDT
Virtual
New Tax Rules, New Considerations for Business Owners
Signed into law on July 4, the One Big Beautiful Bill Act marks a significant piece of legislation that may profoundly impact your tax planning and other areas of business owner planning.
August 21st, 2025 | 11:00 a.m. CT
Virtual
Safeguarding Your Identity and Data in the Digital Marketplace
In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.
October 16th, 2025 | 11:00 a.m. CT
Virtual
Proactive Planning for Aging and Longevity: Top 10 Considerations
As lifespans increase, thoughtful planning is more important than ever. In this Focus Partners Wealth Lifestyle Services webinar, Aging Life Care Director Joan Garbow will highlight the top 10 considerations for aging well and maintaining a healthy, empowered lifestyle in your elder years.