Innovate Summit
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TRANFORM YOUR PRACTICE

Feb. 29 - March 1 | Louisville, Kentucky

You've got big goals in 2024. Innovate Summit will help you exceed them.

Start the year with two powerful days of learning. Discover new sales ideas, lead generation tools, message frames, and product designs to transform how you help prepare your clients for retirement. 

Learn to position and address emerging retirement risks, like legislative changes in Washington, today's tax and economic environment, lifespan concerns, and more.

⇓ Check out these Agenda Highlights

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Addressing Tax & Legislative Risk

We're in for a wild ride from Washington. Learn how to frame, evaluate and address the legislative and tax changes in store for your clients.

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New Takes on Markets & Income

Is your client's retirement approach optimized for today's market and income realities? Learn a new, powerful way to analyze client needs and project future results.

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Leveraging Lead Gen that Works

Looking to attract and convert more high-quality leads? Learn the top-converting topics, tactics and processes to generate leads and increase wallet share.

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Innovate Summit: Make 2024 your practice's Best Year Ever.

SPONSORED BY

GOLD

SILVER


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Powerful Learning

From the Experts at Stonewood

Stonewood Financial is proud to offer the industry's most effective training conferences. Ready to go beyond learning and make it easier to attract and close business? Learn about Stonewood's suite of income and tax analysis software, lead generation programs, and marketing tools - all aimed at helping advisors like you dramatically grow their practices.