Breakout Session – OBBBA, Midterm Elections & More: How to Leverage What’s Happening in Washington to Drive Better Client Conversations
May 20
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- 2:50 pm
- - 3:40 pm
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- Breakout Session
The one constant in Washington is change – and you can leverage that change to educate your clients and strengthen their savings approach.
In this session, Becky Swansburg, CEO of Stonewood Financial and author of The Road Less Taxed, will help you analyze new tax policies, long-term spending, debt trends, and other government changes – and how they could impact your clients.
Join us and learn:
- The three provisions in OBBBA that matter most to your clients this year
- The long-term tax outlook – and why your clients could see higher taxes in the years to come
- What could be ahead for IRMAA, estate taxes, income taxes, and retirement savings accounts
- Top tax messages for client communications
