Our Financial Planning Strategies workshop covers preparing for potential changes from the Big Beautiful Bill. Ms. Abrams addresses what tax laws are about now after the Bill and how to prepare for potential changes to your income and estate tax. She explores strategies to help senior's lower taxes on social security and interest income on investment accounts. Ms. Abrams also covers protecting investments in volatile markets and understanding the impact of inflation and market risk on current retirement strategies. Ms. Abrams promotes financial literacy and educating individuals on how to invest in today’s markets.
Our goal is to equip attendees with the knowledge and tools necessary to make informed decisions about their estate and financial futures, while also offering an opportunity for a free consultation with an experienced legal and financial professional to attendees. We believe that the audience from your organization could really benefit from either of these workshops as your organization’s commitment to community enrichment aligns with providing valuable educational resources to the public.