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Regional Sales Director-Mid Atlantic July Business Services
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Understanding Trump AccountsGroom Law Group |
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July 17, 2025 On-Demand Webinar |
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We will cover the new tax-preferred accounts for children referred to as “Trump Accounts.” These accounts were created by the One Big Beautiful Bill Act (H.R. 1), and they can be funded by a number of sources, including employers. Children born from 2024 through 2029 will also receive a $1,000 contribution from the federal government. Groom speakers will discuss the framework for the accounts as well as key legal issues. |