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How Recent Economic and Tax Changes May Affect Your Financial Plan

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Tue Oct 20
Perry's Steakhouse and Grille
6:30pm Mountain - 8433 Park Meadows Center Dr Lone Tree, CO 80124
This Event Is Full This Event Has Already Taken Place
Thu Oct 22
Perry's Steakhouse and Grille
6:30pm Mountain - 8433 Park Meadows Center Dr Lone Tree, CO 80124
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • The One Big Beautiful Bill Act. What the new law actually changes for Social Security, pensions, and retirement account withdrawals, and where the real opportunities (and risks) are hiding.
  • Your Tax Bracket's Next Move. How Required Minimum Distributions and potential rate changes could push you into a higher bracket, and what you can do this year to soften the landing.
  • Income Planning for a New Chapter. How to build a retirement income strategy that's designed to holds up when volatility and distributions collide for the first time.
  • Markets, Inflation, and Your Savings. How to help position your portfolio so a rough year doesn't reshape the next twenty
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Featured Speaker

BAM Advisory Group

At BAM Advisory Group, we know how uncertain the road into retirement can feel when the rules keep changing. For over 25 years, we've walked alongside clients through shifting markets, new tax laws, and every big decision in between. Through our BAM Retirement Gameplan™ process, we build personalized strategies designed to bring clarity, protect your lifestyle, and help you retire with confidence.

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Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and BAM Advisor Group are unaffiliated entities. This presentation is strictly informational. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. No investments will be promoted at this event. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented. Event(s) not sponsored nor endorsed by Simms Steakhouse. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Simms Steakhouse and its employees.