Between the SEC, FINRA, IRS, and CFP Board, financial advisors already juggle a maze of regulations—and now the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes that redefine tax implications and advisory responsibilities. This 4-hour quarterly update simplifies the chaos, giving you a clear, practical look at what’s new and what it means for your clients. With plain-language guidance and real-life examples, you’ll walk away ready to confidently navigate the ever-evolving regulatory and financial landscape.
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