FREE VIRTUAL SESSION
12 Significant Changes from the One Big Beautiful Bill
This new tax law could change your financial future.
A sweeping new tax law recently went into effect, and it could have a major impact on how you save, invest, and pass money on to your family. Whether you're already retired, still working, or running a business, the decisions you make over the next three years could mean thousands saved…or missed.
This 30-minute insider session can help you prepare.
In this free, on-demand virtual seminar, you’ll hear the 12 key changes from the One Big Beautiful Bill laid out plainly but from a specialist’s perspective, so you can understand where the real opportunities are.
We’ll cover:
- What’s changed and what it means for you
- Why the next few years may be the best time to make certain money moves
- How to take advantage of new tax breaks for retirement, investing, and estate planning
- Key info about updated rules and deductions for business owners
- How this law could affect your long-term goals
And much more!
At Dellelo Wealth Management, we take a comprehensive, best-interest approach to your finances, integrating tax management, retirement income planning, investment management, insurance protection, and legacy planning to help you make the most of every dollar, both now and for generations to come.
Prosperity starts with clarity, and the choices you make now matter.
This free event is your chance to get ahead and start making the new law work for you.
About your presenter:
Stephen Dellelo
CFF®, ChFC®, CLU®, RICP®, BPC
Founder & CEO
Dellelo Wealth Management
Stephen Dellelo is a nationally recognized financial advisor with over 30 years of experience helping people retire with confidence. As Founder and CEO of Dellelo Wealth Management, he specializes in holistic, tax-smart retirement planning rooted in clarity and compassion. He holds multiple advanced credentials and has been featured in The Wall Street Journal and on Ed Slott’s IRA Advisor platforms.
