Impactful Conversations | Stories and Lessons for Financial Advisors

S1E16: Advisors: Here’s What the One, Big Beautiful Bill Means for You


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We're breaking down the sweeping legislative changes from the "One Big Beautiful Bill" and what they mean for independent financial advisors. From Roth conversion windows to strategic Social Security conversations, we're unpacking the key takeaways and hidden opportunities to help you get ahead.

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Impactful Conversations | Stories and Lessons for Financial AdvisorsBy Impact Partnership