Next Meeting: $afe Solutions to Health Care,
Long Term Care, Final Expenses & Retirement Income
– Kim Jeffrey Allen with Legacy Group Planning

Topic: “The ONE BIG BEAUTIFUL BILL ACT
and What It Means for You!”

Key Highlights:

– Extension of the 2017 Tax Cuts and Jobs Act (TCJA)
– SALT Deduction Cap adjustments
– Senior Deduction – $6,000 per person age 65+ (2025–2028)
– New temporary deductions (2025–2028): • Income on Tips
• Overtime Pay • Car Loan Interest
– Child Savings “Trump Accounts” for Kids
-Estate Tax Exemption Increase
– Charitable Giving changes

Next Steps for You:

– Map your timeline — mark those key deduction dates (2025–2028)
– Coordinate with your financial, tax, and estate advisors.
– Stay flexible — plan ahead but be ready to pivot as updates roll out.

Legacy Group Planning can also provide Safe solutions for health care, long term care, final expenses,
and retirement income.

Legacy Group Planning helps clients plan for and protect their retirement with three key principles:

– Safety First
– Achieve a Reasonable Rate of Return
– Keep It Simple

Learn the real-world shortcuts, affordable strategies, and local insights
that help investors grow wealth — while avoiding costly mistakes.

PLUS

Your chance to be Network with local expert Investors ….

Long term Investors with all the short cuts, affordable answers and Benefits
you didn’t know existed.  Avoid the confusion AND COST
by attending our live event locally or online.

BUT WAIT, THERE’S MORE…

A Local Law Update on Toledo’s new rental regulations, including:

– Source of Income Rules
– Rental Lead Abatement Requirements
– Housing Court Updates
– Eviction Moratorium Changes

Stop the confusion. Stop the fear. Get the facts directly from experts.

Click Here to register!

Date: Tues., Nov. 11th, 2025
Time: 6:30-9:30pm
Location: Toledo Botanical Gardens (Main Hall)
5403 Elmer Drive
Toledo, OH 43615

Attend Online with Zoom:
> Click here To Attend Online <