How The One Big Beautiful Bill Might Change Your Obamacare

Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill – the OBBBA (or “The One Big Beautiful Bill Act”) which could have huge implications for ACA.

How might your retirement planning and healthcare planning change? Watch the recording from our informative webinar to find out.

RECORDED 7/30/25

What The Big Beautiful Bill Means For Your Taxes & Retirement

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving.

In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve received, and field your concerns.

RECORDED 7/23/25

The One Big Beautiful Bill: What Business Owners Need to Know

Whether you’re planning your exit, expanding your enterprise, or just getting started, this webinar is for you. We’ll unpack “The One Big Beautiful Bill.” Join us as we explore the following:

• • Exit and succession planning
  • Estate planning for business owners
  • Buying or selling a business
  • Choosing the right legal entity (LLC, S-Corp, C-Corp, etc.)

It doesn’t matter if you’re a seasoned entrepreneur or just starting out, this webinar will help equip you with the knowledge to make informed, strategic decisions.

RECORDED 7/17/25

The Big Beautiful Bill: Impact On Your Taxes & Retirement

On July 4th, President Trump signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages and understand what the law means for you, your taxes, and your retirement plan.

Join us for an interactive webinar where we’ll discuss how the new law:

• • Changes tax and your plan
  • Impacts financial planning
  • Provides opportunities for your future

RECORDED 7/9/25

WEBINAR | Instant Insight: OBBBA & Roth Conversion | 8/11/2025

You’re working on your financial future with thoughts of proactive tax planning, including the oh-so-popular Roth conversion strategy. And then… OBBBA is signed into law. Well, the Annex team has reviewed all 900 pages of the law – especially, the 400 which are tax provisions. Join us for Instant Insight: OBBBA & Roth Conversion.

BROOKFIELD | What The Big Beautiful Bill Means For Your Taxes & Retirement | 8/12/2025

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, and your retirement plan.

WEBINAR | Instant Insight: OBBBA & Charitable Giving | 8/19/2025

The OBBBA changes tax-smart charitable giving in several ways. Changes to existing deductions and entirely new provisions affect your giving strategy. Join us for Instant Insight: OBBBA & Charitable Giving.

WEBINAR | Instant Insight: OBBBA & The Senior Deduction | 8/25/2025

While running for office, President Trump promised a tax break on Social Security. This temporary deduction is an attempt to address that promise. What does the Senior Deduction mean for your financial plan? Join us for Instant Insight: OBBBA & The Senior Deduction.