Discover how the One Big Beautiful Bill” could mean for your wealth

Wealth Planning Today Takes More Than a Checklist—It Takes a Strategy That Reflects What’s Changing

📆Date: Thursday, August 14th

⏰Time: 4 PM ET/ 1 PM PT

The newly passed “One Big Beautiful Bill” (OBBB) introduces sweeping changes that could shape how you plan for retirement, structure income, and preserve your wealth. Join Senior Wealth Managers Kimberley Threadgill, CFP®, CDFA®, and Ryan Walker, CFP®, CEPA, for a timely SAM webinar focused on helping you make informed, strategic decisions in light of the latest changes.

✔Senior Deduction and Key Updates – What the new $6,000 deduction could mean for your return and what else is included in the OBBB
✔ Planning Across Your Accounts – How to align your retirement, investment, and charitable accounts with today’s evolving rules
✔ What’s Permanent vs. Temporary – Which parts of the OBBB may expire and how that could influence your long-term financial planning

Ryan Walker began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining SAM, he served as an Associate Financial Planner at Prosperity Wealth Planning. Ryan also spent approximately eight years with Fisher Investments, where he supported clients in achieving their financial and retirement goals.

Ryan holds a bachelor’s degree in Operations Management with a concentration in Finance from Bridgewater State University in Massachusetts. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.

Originally from the Boston area, Ryan has called the West Coast home since 2013. He resides in Southwest Washington state with his daughter and partner. In his free time, Ryan enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.

Kim strives to provide the best service to her clients at SAM in her role as a Senior Wealth Manager with a holistic financial approach to meeting her clients’ needs. Prior to joining SAM, she was a Vice President Client Advisor at JP Morgan Bank and VP Banker in JP Morgan Private Bank. She began her career as a financial advisor at Morgan Stanley where she earned her CERTIFIED FINANCIAL PLANNER® certification while advising clients and serving on the investment committee on a team managing $2B in assets. She has experience serving both high net worth and ultra-high net worth investors. In addition to the CFP®, Kim has earned her CDFA®, an accreditation for professionals who provide in-depth financial analysis and advice to attorneys and couples relating to divorce.

Kim graduated Magna Cum Laude with a Finance degree from Sam Houston State University and earned her CFP® certification after attending University of Georgia for post-graduate studies. She is a New Yorker by way of Houston and Atlanta.