Encore: The One Big Beautiful Bill Act: Practical Implications for Clients
Includes a Live Web Event on 08/27/2026 at 12:00 PM (MDT)
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The One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients. And with its dense legislative language, it can be difficult for financial planners and counselors alike to know what's worth de-coding. In this session, we’ll cut through the noise and focus on the provisions that are most likely to impact clients today, and in the years ahead. Attendees will gain a clear understanding of key planning opportunities, potential pitfalls, and how to thoughtfully communicate these changes to clients in a way that builds trust and confidence.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Tax Planning
CFP Board CE Credit Hours: 1
- Summarize the major components of the One Big Beautiful Bill Act (OBBBA) relevant to financial counselors and planners.
- Highlight planning opportunities created by OBBBA.
- Demonstrate communication strategies to turn complexity into actionable steps that clients can understand and implement.
Claire Thornton, CFP®, MsT
Founder
Hyla Financial
Claire Thornton CFP®, MsT, is the founder of Hyla Financial, an independent, fee-only RIA based in Scottsdale, Arizona. She works primarily with women navigating major life transitions, helping them make thoughtful, values-driven financial decisions with clarity and confidence. Claire brings a practical, client-centered lens to financial planning, with a particular focus on translating complex topics—such as tax law and legislation—into actionable guidance.
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