How the One Big Beautiful Bill Impacts Your Clients

The One Big Beautiful Bill Act (OBBBA) is now law, creating both challenges and opportunities for retirement and tax planning. Are you prepared to answer questions from clients and adjust their plans?

Senior Market Sales® (SMS) recently hosted an informative webinar with industry expert Joe Elsasser, CFP®. In this session, Joe explained how the OBBBA impacts your clients—particularly those with moderate wealth who may be affected by unexpected tax increases.