There are key changes that could redefine retirement for millions! Join us to learn how the Big Beautiful Bill impacts your overall financial plan. We’ll take a closer look at what’s in the bill and how it may affect taxpayers and investors.

FORMAT: In-Person Classroom
INSTRUCTION METHOD: Presentation/Discussion
AGES: Adults 18+
EXPERIENCE LEVEL: Any
PREREQUISITES: None
WHAT TO BRING:NA
FEE AMOUNT: Free
INSTRUCTOR NAME: Josh Gifford- Premier SW Planning

Josh Gifford is an investment advisor representative for Premier Southwest Planning Group LLC and Principal & CEO of Integrity Wealth Partners AZ LLC. He has over 13-years’ experience in retirement planning where’s he’s helped hundreds of families and businesses navigate life’s transitions. He focuses on income and estate planning — helping people manage both the accumulation phase as they build wealth during their working years, and the distribution phase in retirement when they use their savings to cover living expenses.