Virtual Event
Unlocking the Big Beautiful Bill: Retirement Tax Strategies That Work
Understand the new law. Reduce your tax burden. Own your retirement.
During this virtual event, you will learn:
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
Welcome to the New Tax
Reality for Retirees
Whether you supported it or not, the “One Big Beautiful Bill Act” (OBBBA) is now the law—and it’s already reshaping the retirement landscape. This virtual event is your chance to understand what’s changed, what it means for you, and what actions to take to come out ahead.
Don’t just react. Plan.
Lower Taxes. Bigger Deductions.
Smarter Strategies.
Retirees stand to gain thousands in tax savings, but only if they understand the new rules. From locked-in lower tax rates to an expanded standard deduction for those over 65, this legislation rewards those who are proactive.
You’ll learn how to legally reduce taxable income, create more tax-free cash flow, and make smart moves with IRAs and Social Security.
Clear, Concise, and
Surprisingly Fun
Hosted by Josh Bretl, CPA, this virtual event delivers straight talk without the jargon. Josh is known for making complex financial topics fun, relatable, and actionable. You won’t just learn—you’ll get it.
Several of the new provisions offer time-sensitive opportunities. If you’re nearing retirement—or already there—you’ll want to hear how to take advantage before year-end.
