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Innovate Master Class is an exclusive, high-impact learning experience limited to just 15 Stonewood members. It's designed for growth-minded advisors who want to dive deep on best practices with our industry's top thought leaders.

Over two days, you'll master new sales ideas, lead generation approaches, message frames and product designs. This is your chance to ask questions, learn from peers, and dramatically enhance your practice's life, annuities and AUM production.

With only 15 seats available, Innovate Master Class offers a rare opportunity to invest in your practice while learning alongside a small group of advisors committed to achieving the next level of growth. 

Join us on October 1 & 2 at the Stonewood Office in Louisville, Kentucky.

The cost is $899 per attendee.
Innovate Master Class

Elite Training for Elite Advisors

Innovate Master Class gives you small-group access to some of the smartest minds in the business - both here at Stonewood and at practices across the country.

Join us for two days of in-depth discussion, learning and ideation.

Select Group Setting

Innovate Master Class is limited to 15 advisors so real roundtable discussions can flourish. You'll learn from Stonewood experts and peers alike and have the opportunity to workshop unique situations from your practice.

Topics Moving the Needle

We'll dive deep into today's most pressing retirement issues, from legacy planning and new income strategies to insights into legislative changes and news from Washington. You'll leave with new ideas you can implement for growth.

Two Days. Big Impact.

Innovate Master Class packs huge amounts of learning into two focused days. The agenda includes strategy presentations, group discussions, in-depth Q&A and opportunities to connect with fellow advisors. 

For Growth-Minded Advisors

This training is ideal for advisors looking to achieve best-in-the-industry marketing, sales processes and client value. Focused attention will be given to tax strategies, legacy approaches and income ideas.

Register Now

Innovate Master Class Agenda

*Please note this agenda is for general purposes only 

Wednesday, September 30

Advisor arrivals at hotel (Hilton Garden Inn St. Matthews)

Thursday, October 1

9:30 a.m. | Van departs hotel for Stonewood Offices

10:00 a.m. - Noon | Tax strategies, Legislative Update & Roundtable Discussion

Noon | Lunch

1:00 - 3:00 p.m. | Legacy strategies, Marketing, & Roundtable Discussion

3:00 - 4:30 p.m. | Case Studies and Advisor Workshopping

6:00 p.m. | Dinner

Friday, October 2

8:00 a.m. | Van departs hotel for Stonewood Offices

8:00 - 8:30 a.m. | Breakfast

8:30 - 11:00 a.m. | Income strategies, Sales ideas & Roundtable Discussion

11:00 a.m. - Noon | Advisor Workshopping & Takeaways

12:15 p.m. | Van departs for hotel & airport

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MEET YOUR ROUND TABLE LEADERS

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Addressing Tax & Legislative Risk

Becky Swansburg

We're in for big changes from Washington - and your clients want to be prepared. Becky draws on her experience as a Washington insider - working in the White House and on Capitol Hill - to help you identify the risks coming from Washington... and ensure your clients are protected. You'll learn the latest on tax policy and legislative changes impacting 401(k)s and IRAs, and more. 

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Optimizing Roth Conversions

Neil Wilding

While many savers think Roth conversions are easy to do, successful advisors know they take planning, forcasting and professional guidance. Neil is one of the industry's leading experts on Roth conversion structure and timing. He'll share how to analyze taxes, IRMAA and other key elements of a conversion to generate better results for your clients - and more business for your practice.  
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Maximizing Product Design

Martin Ruby, FSA

Ready to differentiate yourself as an advisor? We'll teach you the sales strategies to get there. Marty will show you how to structure life and annuity strategies to maximize client benefits and ease the sales process. Marty shares his actuarial expertise and insights, having designed products for life insurance companies and worked with underwriting departments. It's next-level insights for growth. 

DETAILS ON INNOVATE MASTER CLASS

We recommend flying into the Louisville Muhammad Ali International Airport (SDF). 

This airport is a 15-minute drive from the Stonewood offices and event hotel. 

The training begins at 10 a.m. on Thursday, October 1, so advisors will likely want to travel in the night before. 

The training ends at Noon on Friday, October 2, making it easy to catch a flight out of SDF at 2 p.m. or later. 

We have a block of rooms reserved at discounted group rates at the The Hilton Garden Inn Louisville St. Matthews.

You can use this link to reserve at our group rates. The rate applies to both the evenings of Wednesday, September 30 and Thursday, October 1. 

This hotel is directly down the street from the Stonewood offices.

Transportation will be provided from the Hilton Garden Inn to Stonewood and back throughout the training.

Innovate Master Class training begins on Thursday, October 1 at 10:00 a.m. ET. Training ends on Friday, October 2 at Noon ET.

All meals are provided.

Yes! We will send specific transportation details closer to the training. 

Absolutely! Please feel free to spend as much time on Friday with us as your schedule allows. For those taking later flights, the Stonewood offices are also available to work and relax before heading to the airport.