The recently passed One Big Beautiful Bill Act brings sweeping changes to taxes, estate planning, and investment strategies — and affluent investors could feel the impact the most.
In this exclusive 45-minute webinar, we’ll break down what the new legislation means for high-net-worth individuals, families, and business owners. From potential increases in income and capital gains taxes to shifts in estate and gift tax rules, you’ll learn what’s changing, what’s at risk, and what you can do now to protect and grow your wealth.
We’ll cover:
✅ How the new tax brackets and surtaxes may affect you
✅ Key estate planning moves to consider before exemptions change
✅ Impacts on retirement accounts, investments, and business owners
✅ Real-world examples and actionable strategies tailored to your situation
Join us to understand the opportunities and risks this law presents — and leave with a clear action plan to stay ahead of the curve.
Recorded 8/26/2025
Disclosure:
WWM Financial is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190
