^{2025 Economic Update}

^-Including-

^{Year-End Proactive Tax Planning Covering the Big Beautiful Bill}

Guest Speaker:  Marc Spiegel,MS(Tax), AIF®,CFP®

Date:  December 10, 2025

Time:  6:00pm

Where:  Angelo Iacoboni Library
              4990 Clark Ave
              Lakewood, CA 90712

• What trending, ranging, and volatile markets look like—and how each type affects your portfolio

• Discussion of the Big Beautiful Bill & its implications

• State & Local Tax (SALT) deduction was raised

• Higher standard deductions became permanent & expanded

• TCJA income tax brackets were made permanent

• Retirement Contribution Planning for 2025/2026

• Family Tax Bracket Management