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JOIN US FOR A WEBINAR

OBBBA Decoded:

What the new law means for you

TUESDAY, August 12, 2025

4:00 PM - 5:00 PM PST

WEBINAR REGISTRATION

What will we cover?

President Trump signed the One Big Beautiful Bill Act (OBBBA) into law – a sweeping legislation that could reshape retirement, tax, and estate planning for Bay Area families and individuals. As part of our ongoing commitment to keep you informed and prepared, we invite you to a live webinar hosted by Summitry’s Financial Planning Committee. We’ll walk you through the key provisions—and how we’re thinking about them in the context of your plan. 

 

Webinar Time: Tuesday, August 12 at 4PM (Pacific) 

 

We’ll cover: 

  • Overview of major OBBBA provisions and why they matter 
  • Potential macroeconomic impacts of OBBBA
  • Planning impacts for Bay Area professionals, retirees and business owners
  • Recommended actions to safeguard and optimize your strategy
  • Live Q&A 

This session is part of how we help you stay proactive—not reactive—as the financial landscape evolves. 

Hosted by

Summitry's Financial Planning Committee

Join our panelists for a discussion and Q&A on market updates and portfolio changes.

 

Joe-Martin

Joe Martin, FBS
Chief Client Experience Officer

Mandy-Pham

Mandy Pham, CFP®, CFA®, EA
Senior Financial Planner & Director of Financial Planning

Ken-VanderKooi

Ken Vander Kooi, CFP®
Senior Financial Advisor

Kurt-Hoefer

Kurt Hoefer, CFA®
Chief Strategy Officer