OBBBA Advisory Opportunities
July 23, 2025
The passing of new legislation is the perfect time to promote or begin building your advisory services. In this webinar, you'll learn how to communicate the impact of the One Big Beautiful Bill Act (OBBBA) with clients of all sizes in a way that builds trust and positions your firm as a strategic partner. We’ll explore real-world client scenarios where advisory opportunities naturally emerge and walk through strategies your team can use to assess, plan, and take action. You’ll also gain practical guidance on what to focus on now, how to prepare for what’s next, and what common pitfalls to avoid.
Join us to gain the tools, language, and clarity you need to turn legislative change into long-term value for your clients and your firm.
Learning Objectives:
- Identify key components of the OBBBA legislation
- Identify client advisory opportunities arising from the passing of the new legislation
Intended Audience: This session is for firm owners, leaders, and firm team members involved in providing advisory services to their clients.
CPE available: 1 credit
