Past events

One Big Beautiful Bill Act: What it means for you

CDT

Please use the link below to register or to join by phone dial: 612-351-0276 - 375650896#

Join this event online

Kellie Vincent, CPA - Intentional Insight

Ecclesiastes Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an insightful webinar on the sweeping changes brought by the One Big Beautiful Bill Act. We'll breakdown what this legislation means for your finances, estate planning, and tax strategy.
Topics we'll cover will include:

  • Estate and gift tax exemption amounts
  • Updated tax brackets and deductions
  • Charitable giving opportunities
  • Discharge of student loans
  • Changes to 529 college savings plans

This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Intentional insight and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Fianacial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8391035ACMR0925