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Event Name:
A Big, Beautiful Breakdown: What Every Taxpayer Needs to Know
Description
Hosted By: Affirm Wealth Advisors
Presented By: Matt MacLean and Stephen Harnden, Private Wealth Advisors

New tax rules could change the way you manage your retirement income – and your gifting strategy. This seminar will break down how the One, Big, Beautiful Bill affects Social Security, investment decisions, charitable donations, retirement and tax planning. Learn what’s changing, what’s staying, and how to adjust your strategy to make the most of your money.
Event Date:
11-13-25
Event Time:
12:30 PM - 01:00 PM MST
Location:
Microsoft Teams
7992 W Thunderbird Road
Peoria, AZ 85381
Contact Person:
Nicole Di Modica
(phone: 6239723133)
Details:

This is an informational seminar. There is no cost or obligation.

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.