Financial Conversations That Matter

About this event

A monthly series designed to educate attendees on financial topics that matter most. Each month we feature a new subject and invite a guest presenter to discuss financial topics that are relevant to families and business owners.

Attending this workshop will allow participants to learn about relevant financial topics that can have an impact on their lives and ask questions about their concerns. The workshop is great for individuals, families, and business owners who want to work towards achieving their financial goals.

This Month:

Speaker: Scott Franklin, EA, JD | Enrolled Agent, Tax Preparer

The One Big Beautiful Bill; Current & Future Tax Law Changes

The presentation will cover the provisions of the One Big Beautiful Bill that are most likely to impact members of the Chamber of commerce. These provisions include changes to the additional retirement account catch-up provisions, new digital asset reporting and changes to the taxation of Qualified Small Business Stock (QSB).

Gary's Update: Guide to Small Business Retirement Plans

Offering a quality retirement plan can help attract and retain talented employees. Plus, it helps show you care about their financial future. We'll discuss what type of plans are available and which ones might be the most appropriate for you business. There are a variety of small business retirement plans, each designed to provide the benefits and flexibility small-business owners need.