The One Big Beautiful Bill Act (OBBBA), How Will It Impact Your Clients and their Financial Plans?
Thu, Nov 13
|Zoom
Big changes are here. Are you ready? Join Leslea Stock-Lopez of Star Group Wealth Management for a fast-paced breakdown of the OBBBA and what it means for tax planning, deductions, and estate strategies. New rules. New opportunities. Don’t miss out.
Time & Location
Nov 13, 2025, 9:00 AM – 10:00 AM CST
Zoom
Guests
About the event
Unlock the Future of Finance with Leslea Stock-Lopez, President of Star Group Wealth Management
Join industry leader Leslea Stock-Lopez for a high-impact session that breaks down the Opportunities Behind the OBBBA and what it means for professionals across the financial landscape. Whether you're an advisor, planner, or investor, this is your chance to stay ahead of the curve.
What’s in it for you? Gain expert insights into:
✅ The Now-Permanent Tax Rates – What they mean and how to plan around them
✅ Powerful New Deductions & Accounts – Unlock new tools to maximize financial outcomes
✅ Estate Planning Strategies – Stay compliant and competitive in a shifting regulatory environment
Happy Hour
with Toni Harris-Taylor
Thursday, March 26 | La Madeleine @ Town & Country/City Centre
WIFS Houston is thrilled to invite you to our first social event of the year! Join us for an evening of purposeful networking as we host a featured conversation with the incomparable Toni Harris-Taylor. Whether you're looking to reconnect with fellow members or expand your circle with new professional allies, we would love to have you in the room.
