By Bonnie Polak, VP of Philanthropy and Community Engagement

Navigating changes in tax law and retirement planning can feel overwhelming—but you don’t have to do it alone. Join us on March 17th at 10:30 a.m. for a special Brunch & Learn Workshop designed to provide clarity, confidence, and practical next steps.

This free, educational session will be led by Mark Loeber, our Trinity Woods trusted expert with extensive experience in tax law changes, charitable giving strategies, and retirement planning. Mark is known for translating complex legislation into practical, easy-to-understand guidance that helps individuals make informed decisions about their financial future.

During the workshop, you’ll receive a clear and expert breakdown of the One Big Beautiful Bill Act, including what’s changed and how the new law may impact your taxes, Social Security and Medicare benefits, charitable giving, and long-term retirement plans.

You’ll learn more about:
New Tax Law Updates and how they affect retirement and giving
Social Security and Medicare (IRMAA) and how hidden costs can influence your benefits
Planning Ahead, with strategies for charitable giving, retirement savings, and estate
planning
Major Retirement Impacts, what to anticipate, and how to protect your plan
Actionable Steps you can implement now

This Brunch & Learn is a free educational workshop, made possible through a partnership between our organization and the Tulsa Community Foundation. Enjoy a relaxed brunch while gaining valuable insights to help you plan with confidence.

Space is limited. To reserve your spot, call 918.346.6671 or email bpolak@trinitywoodstulsa.com.
We hope you’ll join us for a morning of learning, conversation, and great food.