We are excited to bring you topics of current interest and, where beneficial, have guest speakers present their expertise and views on these topics. Here you will find a schedule of upcoming webinars, as well as a library of webinars recently completed.
February 2026
Topic: What the New Tax Bill Could Mean for You
When: Wednesday, February 18th at 12:00 p.m. ET
Please join Ryan Kellinger, CFP®, Advisor, as he dives into the implications of “The One Big Beautiful Bill” passed by the House in May of 2025. The bill includes sweeping changes that may affect your retirement, income, estate, and family taxes. With the 2025 tax filing looming, join Ryan as he details that changes you must be aware of and how they may impact your plan.
Topics include:
• 2017 Tax Cuts and Jobs Act (TCJA) made permanent
• Retirement Plan updates for 2026
• Changes to deductions for families and seniors
• New savings accounts for children
• Business Tax Changes
• Federal spending and benefit reform
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