Chalk Talk: The One Big Beautiful Bill: What It Means for You
on Jul 24, 2025
“Real Money Questions. Expert Answers”
When:
August 7, 2025
3:00 pm Eastern; 12:00 pm Pacific
~45 minutes & Q/A included
How: Zoom Meeting
Recorded and able to retrieve for one week
Cost: Free to ongoing clients; $10 per session for guests
The One Big Beautiful Bill: What It Means for You
(For anyone curious about the sweeping tax changes and how they may impact your family)
Hosted by: Anna Sergunina, CFP®
Guest commentator: Rob Colon, CFP® an in-house tax expert
By now, you’ve likely seen headlines about the new legislation dubbed the “One Big Beautiful Bill” (OBBB) — a sweeping tax and policy package that’s stirring up plenty of questions.
At MainStreet, we know these changes can feel overwhelming. That’s why we’re dedicating this Chalk Talk: Real Money Questions. Expert Answers. session to breaking down what matters most — without the noise or the jargon.
Anna Sergunina, CFP®, will host this engaging conversation with Rob Colon, CFP®, who will walk through the key elements of the new law that could impact your financial life today and in the future. Whether you’re actively planning for retirement, raising a family, or just trying to understand what changed — this session is for you.
Rob will also share real-life examples and planning scenarios from recent client conversations, helping you understand how these changes might affect your own financial strategy.
Some of the topics we’ll discuss:
⁃ Changes to the State and Local Income Tax (SALT) deductions
⁃ Impacts on the child tax credit
⁃ Expiration of energy-efficient tax credits
⁃ Introduction of “Trump Accounts” for college savings
⁃ Updates to the standard deduction — and what it means for you
⁃ What’s permanent, what’s temporary, and what to watch
This Chalk Talk is open to clients and guests — and will be recorded and available for one month following the session.
Bring your questions. We’ll bring the clarity.
Save the date. Next Chalk Talk Session is scheduled for November 18th, 2025
