Retirement Finance Planning After The Big Beautiful Bill

Whether you're a DIY investor managing your own retirement accounts or someone working with a financial advisor, this 4-week workshop is designed with you in mind.

Back by popular demand, this updated version of our Active Retirement Investing class dives deep into smart, strategic retirement planning—with brand-new content on the latest tax law changes under the new administration. If you've heard whispers about the “Big Beautiful Bill” tax reform, this is where we break it down clearly, calmly, and with your portfolio in mind.

Led by trusted professionals from Wealth Strategies, this class equips retirees and pre-retirees with the tools to make informed decisions about investments, income planning, taxes, estate strategy, and more—without any sales pressure or product pitches. Ever.

• How the new tax reform could impact your retirement income, RMDs, Roth conversions, and estate plans
• The 3 Phases of Retirement Investing—and why most people miss the second one entirely
• DIY-friendly strategies that work whether you're flying solo or working with a financial advisor
• How to evaluate fees, risk levels, and long-term sustainability in your current portfolio
• What to watch for in the market and what actions make sense in a post-reform environment

This workshop is ideal for:

• Self-directed investors who want clarity and structure
• Those currently working with an advisor who want to double-check if they’re on the best path
• Retirees and pre-retirees who want to avoid costly missteps with taxes, estate plans, and market risk
• Anyone who values their time and wants expert insight—without high-pressure sales tactics

This is an educational class, not a sales pitch.We promise: No products, no solicitations, no pressure—just practical education and straightforward answers.

*Disclosure: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Hunter Wm. Bailey, CA Insurance License #0589198.​​

Host or Publisher Wealth Strategies