Peoria Chamber of Commerce - Event Information


Event Name:A Big, Beautiful Breakdown: What Every Taxpayer Needs to Know
Event Type(s):Business Education
Description:Hosted By: Affirm Wealth Advisors
Presented By: Matt MacLean and Stephen Harnden, Private Wealth Advisors

New tax rules could change the way you manage your retirement income – and your gifting strategy. This seminar will break down how the One, Big, Beautiful Bill affects Social Security, investment decisions, charitable donations, retirement and tax planning. Learn what’s changing, what’s staying, and how to adjust your strategy to make the most of your money.
Flyer:
Event Date:11/13/2025
Event Time:12:30 PM - 1:00 PM
Location:Microsoft Teams
7992 W Thunderbird Road
Suite 110
Peoria, AZ 85381

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Contact Person:Nicole Di Modica
(phone: 6239723133)
Details:

This is an informational seminar. There is no cost or obligation.

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved.

 
Links:https://www.ameripriseadvisors.com/team/affirm-wealth-advisors/events/
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11/13/2025
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