Join us for a timely, insight-packed webinar breaking down the major financial, tax, and economic shifts that shaped 2025—and what they mean for your planning in 2026.

We’ll walk through the key changes from the One Big Beautiful Bill (OBBBA), new estate and gift planning opportunities, the latest developments in trade and energy policy, and how markets performed amid a year of transition. You’ll also hear what economists and policymakers expect in the year ahead, including interest rate trends, election-year volatility, and areas to watch for both risk and opportunity.

Whether you're planning for retirement, managing a business, or navigating complex tax and estate decisions, this session will help you enter 2026 with clarity and confidence.

You’ll learn:

• The most important tax law changes from the OBBBA and how they affect your 2026 planning

• New estate and gift opportunities created by updated exemption amounts

• How recent trade, energy, and policy shifts may impact markets and inflation

• What drove 2025 market performance—and what may shape markets in 2026

• Practical steps to align your financial, tax, and estate strategies for the year ahead

Perfect for individuals, families, and business owners looking to stay informed, proactive, and well-prepared.