Beers, Bites, & The Big Beautiful Bill
Pull up a chair, enjoy refreshments, and get a clear, practical update on how the “Big Beautiful Bill” may reshape planning for older adults. This fast, jargon-free session is designed for CPAs, financial advisors, bankers, insurance professionals, and trust officers who want to help clients stay protected and prepared.
Why Attend
- Cut through noise: Understand what’s likely to change, what’s staying put, and how to talk about it with clients.
- Client-first strategies: Learn proactive steps that can reduce risk and confusion for aging clients and their families.
- Actionable tools: Walk away with checklists, conversation prompts, and next-step guides you can use right away.
- Relationship-building: Meet the Jarvis Law Office team and other local professionals committed to serving seniors well.
What We’ll Cover
- A plain-English overview of the “Big Beautiful Bill” and why it matters to aging clients
- Potential implications for beneficiary designations, account titling, and TOD/POD strategies
- How proposed changes could intersect with estate plans, wills, and trusts
- Considerations around long-term care planning, Medicaid/asset protection, and family caregiver arrangements
- Tax-adjacent planning touchpoints (where legal and financial advice meet in client conversations)
- Client communication templates: what to say now, what to watch next, and how to prioritize reviews
Note: We’ll focus on practical planning conversations and coordination between advisors and counsel. This event is educational and not legal, tax, or investment advice.
Who Should Attend
CPAs • EAs • CFP® professionals • RIAs • Trust officers • Private bankers • Insurance professionals • Client service leaders in financial services
Speakers
Julieanne E. Steinbacher, Esq, CELA, LLM
Julieanne E. Steinbacher, CELA, founded her elder law firm in 2002 after 20 years as a geriatric social worker. Launched in her garage, the practice now spans seven offices with 60+ professionals across Northern and Central Pennsylvania, helping families with asset protection for long-term care, guardianships, and care management. She is President and Master Profitability Coach of The Million Dollar Solution, coaching attorneys nationwide. An author, Certified Dementia Practitioner, and frequent speaker, she received the Pennsylvania Bar Association’s 2015 Special Achievement Award for her work on quality of life and balance.
Tim Jarvis, Esq, Attorney & Founder, Jarvis Law Office
Timothy Jarvis is the founder and owner of Jarvis Law Office (est. 2003), an elder law and estate planning firm serving Ohio families with integrated legal, financial, and care-navigation support. He began as a financial advisor after earning a BBA from Ohio University and later earned his JD from NKU’s Salmon P. Chase College of Law. Under his leadership, the firm has grown to three locations with 35+ professionals. Tim oversees strategy and operations across marketing, client service, and finance, blending financial insight with legal expertise.
Hope Spangler, CDP, CADDCT, CDP, Chief Vision Officer, Jarvis Law Office
Hope Spangler is the Chief Vision Officer at Jarvis Law Office and leads the firm’s Care Navigation team. Drawing on experience in long-term care, elder law, and personal caregiving, she guides families through resources, care and provider options, and the complexities of the healthcare system. As the firm’s Alzheimer’s & Dementia trainer, Hope equips professionals and families with practical strategies that prioritize independence, quality of life, and dignity for those living with cognitive change.
Agenda
- 12:30 Check-in, Beers & Bites
- 1:00-2:00 Julieanne E. Steinbacher: “The Big Beautiful Bill & Taxes”
- 2:00-2:15 Break
- 2:15-3:15 Tim Jarvis: “How The Big Beautiful Bill Will Impact Estate Planning.”
- 3:15-3:30 Break
- 3:30-4:30 Hope Spangler: “What Impact Will The Big Beautiful Bill Have on Medicaid?”
- 4:30-5:00 General Networking and Adjournment
What You’ll Receive
- Slide highlights and a Client Review Checklist for seniors
- Attendee List
CE/CLE
- CE/CLE: 3 Credits
- Certificates of attendance
Location
BrewDog DogTap Columbus
96 Gender Rd, Canal Winchester, OH 43110
Reserve Your Seat
Want More Information?
Contact Marketing Manager Jonathan Corra: Jon@jarivisfirm.com 740-699-2193
