FPA Connect: The One Big Beautiful Bill Act: Practical Implications for Clients

The One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients. And with its dense legislative language, it can be difficult for financial planners and counselors alike to know what’s worth de-coding. In this session, we’ll cut through the noise and focus on the provisions that are most likely to impact clients today, and in the years ahead. Attendees will gain a clear understanding of key planning opportunities, potential pitfalls, and how to thoughtfully communicate these changes to clients in a way that builds trust and confidence.

Presenter: Claire Thornton CFP®, MsT, founder of Hyla Financial

Free FPA/AFCPE members

Friendly Reminder: The link and recording for this webinar are for your personal use as a registered attendee. Please help us protect the integrity of the program by not sharing them with others.

AFCPE is committed to providing persons with disabilities with substantially equivalent access to all of our programs, services, and events. If you have an ADA accommodation or modification request, please complete the ADA Accommodation Request Form by clicking here or contact us at accessibility@afcpe.org.