Join Tony Engrassia of AFEA's Crystal Coast, NC Non-Profit Chapter to gain a better understanding of the new law, its potential impact on your financial future, and how to leverage the new rules to strategically position your assets, reduce taxes, and build generational wealth. The One Big Beautiful Bill Act has reshaped the financial landscape with sweeping tax reforms and other changes that could impact your retirement. This class isn't just about understanding the new rules, it's about using them to your advantage.

_{This Educational Course is Complimentary, but Advance Registration is Required in order to attend.}
Limited seats are available, be sure to register early in order to save your spot.

Join us to discover:

• Key provisions of the One Big Beautiful Bill Act and what they mean for your retirement planning
• Strategies to help you take advantage of lower tax brackets, deductions, and credits that could affect your retirement income
• How the Act addresses market volatility and risk management for retirees
• How retirees can realize tens of thousands in capital gains tax-free
• Potential shifts in benefit calculations and optimal Social Security filing strategies
• Changes to Medicare premiums, subsidies, and out-of-pocket limits
• Revised estate and gift tax exemptions and strategies to preserve your legacy
• The new “Senior” bonus deduction, popular tax credits being phased out, and ways to avoid exceeding income limits that could diminish tax benefits

Information and Legal Disclosure about AFEA

AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real-world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not- for-profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.

Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.

Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.

This workshop is strictly informational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.