SAM Webinar: The “One Big Beautiful Bill”:​ Key Strategies to Improve Your Wealth and Retirement

How the “One Big Beautiful Bill” (OBBB) Impacts Your Retirement, Income, and Wealth Planning

The newly passed One Big Beautiful Bill (OBBB) introduces major changes that could affect retirement planning, income strategies, and wealth preservation. In this timely webinar from Stansberry Asset Management (SAM), Senior Wealth Managers Kimberley Threadgill, CFP®, CDFA®, and Ryan Walker, CFP®, CEPA, walk you through what these updates mean and how to make informed, strategic financial decisions.

In this webinar, you’ll learn:

✔ Senior Deduction and Key Updates – Understand the new $6,000 deduction and other important provisions included in the OBBB.

✔ Planning Across Your Accounts – Align your retirement accounts, investment portfolios, and charitable giving with the latest rules.

✔ Permanent vs. Temporary Changes – Identify which parts of the OBBB may expire and how that impacts long-term financial planning.


Want to learn more?
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Videos
August 18, 2025