Please join us for a webinar focused on the most important OBBA (“One Big Beautiful Bill Act”) tax changes affecting pre-retirees (age 50+) and retirees as we head into 2026 and beyond.
This legislation made several major tax provisions permanent and introduced additional changes that may impact your retirement income plan, Social Security taxation, and Medicare premiums.
During this virtual event, we will discuss:
Even if you can't make the session, be sure to register, and we will send you a recording to watch later at your convenience.
If you have any items that you would like us to address during the webinar, please send them to info@keenwealthadvisors.com.
Meet Your Host: Matthew Wilson
As Chief Investment Officer and President, Matt is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team. He also works with clients as one of the firm’s most senior financial planners. Matt has been instrumental in delivering upon the strategic objectives of Keen Wealth Advisors and has worked side by side with founder and CEO Bill Keen for over two decades. He began working with Bill in 2002 as an intern and progressed to serving on the operations side of the business to his current position. Matt has a Bachelor’s degree in Accounting/Finance with a Minor in Economics from Rockhurst University. Matt Wilson is a CERTIFIED FINANCIAL PLANNER™ professional.