Big changes have come out of Washington.
What do they actually mean for you?
In this insightful virtual session, we sat down with Kim Arthur, Founding Partner of Main Management, to unpack the "One Big Beautiful Bill Act", its implications, and how it may shape the financial landscape moving forward. Kim walked us through key pieces of the bill, exploring new opportunities and their potential impact on financial planning and investment strategies.
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Original Date: Thursday, September 4 • 11:00 AM CST • Conducted via Microsoft Teams
Your Speakers
 | Kim Arthur is the CEO and a founding partner of Main Management, where he helps guide investment strategy and portfolio management. With over 30 years in the financial industry, Kim has been recognized by Institutional Investor Magazine as a “Rising Star” and is frequently invited to speak at national conferences. His insights have been featured in publications such as Barron’s, The Wall Street Journal, and Fortune. Kim is known for making complex market and policy shifts clear and actionable for investors. |
 | Szablis M. Klee is a Personal Financial Advisor and Principal at Full Circle Financial, focused on helping clients make confident decisions through clear future-scaping and educational financial guidance. She is a frequent educator for Financial Educators Network, providing retirement courses at colleges for those looking to understand their the complexities of their financial choices and the effect of their actions on their lives and the lives of those they love. |
Important information
Szablis Klee is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA, SIPC. Full Circle Financial, United Planners, Financial Educators Network, and Main Management are not affiliated and do not offer legal or tax advice. We are unable to accept trade orders via e-mail or voice mail.
The information presented here and during this presentation is for educational purposes only. It is not a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal.