Our latest edition of the Town Hall series is now available to view. This video series keeps our team informed and you up-to-date on current news and planning topics that may affect you. We have found that the more effort we put into informing our clients, the better off they tend to be.
Will Meneses is continuing with his educational series on financial topics. This week, Will covered RMDs or Required Minimum Distributions. He covers some of the basic rules on when you’re required to take your RMD (depending on your birth year) and how important it can be to have a comprehensive plan for managing your income.
Steve Aul is up next with an overview of the potential impacts of the ‘Big Beautiful Bill’ passing. He discusses the changes that are made permanent and those that are temporary. There are also numerous provisions that not everyone will be able to take advantage of. Steve provides us with a rundown of what we know and what we don’t know at this point.
Click Here to watch the July 30th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.