EPC OF MONTGOMERY COUNTY MARYLAND, INC.

The Washington Update: Policy, Planning & the Road to 2028

Washington continues to shape the financial planning landscape, and understanding what's happening, free from partisan noise, is critical for advisors and their clients.

In this non-partisan Washington Update, Jeff Bush will break down the latest developments in tax policy, estate planning, and other legislative and regulatory issues that affect investors and professional advisors.

With little to no break between the 2026 and 2028 elections, Jeff will also offer an early look at the political environment, the issues likely to drive the campaign, and what the evolving balance of power in Washington could mean for future tax and economic policy. The focus throughout will be practical: separating political rhetoric from policy reality and identifying the developments advisors should watch as they help clients plan for the years ahead.

Speaker: Jeff Bush

Jeff Bush is a Principal of The Washington Update and one of the nation's leading experts on Washington policy, politics, taxes, and the economy. For more than four decades, he has advised financial professionals, businesses, and trade associations on how legislative and regulatory developments in Washington impact planning and investment decisions.

Known for his engaging, non-partisan presentations, Jeff combines deep policy expertise with practical analysis, helping audiences understand the implications of current events without political spin. His presentations consistently receive outstanding reviews for making complex issues understandable, relevant, and actionable.

Jeff is a frequent keynote speaker at national conferences and has presented to thousands of financial advisors, attorneys, CPAs, trust professionals, and business leaders across the country. His expertise spans tax legislation, retirement policy, economic trends, elections, and the legislative process, making him one of the most sought-after speakers on Washington and public policy.

Logistics

• 12:00 p.m. – Registration and Lunch
• 12:30–1:30 p.m. – Program
• 1:30–2:00 p.m. – Networking
• Registration fees: To Be Determined
• Guests are welcome when accompanying a member host.
• Attendees may be photographed during the event, and these images may be used in future Council promotional or marketing materials.
• Please register by April 15 if you would like a name tag.
• Registration will close on April 15. If you are interested in attending after that date, please contact me directly.