Client Event Toolbox
Don't Just React to the Big Beautiful Bill Act - Capitalize on It!
Introducing APEG’s newest Client Event Toolbox
Beyond the Headlines: Understanding the Real Impact of the One Big Beautiful Bill Act (OBBBA)
OBBBA is set to reshape the financial landscape for millions of Americans, and your clients will be looking to you for answers. Are you ready to be the go-to expert? APEG's comprehensive Toolbox gives you everything you need to confidently educate your clients and prospects on the most significant tax and financial changes in a generation.
This isn't just a slide deck; it's a complete on-line “Toolbox” of resources to hold your own webinar or LIVE client event!
Your Toolbox includes:
- Video recording of APEG's advisor-focused event held on July 30th, 2025.
- Unbranded slide deck with detailed notes to guide your presentation…. Just add your logo.
- Written script to ensure your message is polished and effective.
- Sample video of Jeff Hoenle presenting content in a mock event to show you how it’s done.
- 30-minute video presented by Jeff Hoenle on best practices for holding seminars & webinars.
- Advisor-use-only quick-reference chart for on-the-spot answers to your clients' questions.
- Links to connect you with source material & supporting content for continued learning.
Why NOW is the time….
OBBBA is a game-changer for many “Main Street” investors, featuring impactful provisions you need to understand and communicate to maintain your competitive advantage. What clients are seeing in the headlines may not be quite accurate and they need YOU to help them decipher it all.
- Is “No Tax on Social Security” really accurate?
- When is the interest on car loans tax free?
- What are the new rules for taxes on Tips & Overtime?
- How might "Trump Accounts“ encourage families to save for the future?
- Will the $40,000 State & Local Itemized Tax Deduction benefit me?
This toolbox will help you address these and other provisions that are important to your clients right NOW (ie: their 2025 tax return!)