Will the 2024 Election Impact YOUR Clients' Retirement?
Recent actions in Washington could have a direct impact on your clients and the success of their retirement approach.
Are you helping them prepare?
On this webinar, Stonewood CEO and former Washington insider Becky Swansburg shares her analysis on the 2024 election's impact to spending, taxes and the economy - and how you can help your clients prepare.
Learn how to educate savers on the impact of our nation's $33 trillion debt, trillions of dollars in new tax and spending provisions, and new tax rules that could impact IRAs and 401(k)s.
Stonewood Financial offers prospect-to-close tax and income tools that help advisors like you dramatically grow their practices. Training webinars like this are a key benefit of Membership, along with marketing programs, client reports, and live training conferences.