InnovateMasterClass_Logo_2022_White

📆 October 1 & 2, 2026
🌐 Louisville, Kentucky

ELITE ADVISOR TRAINING TO POWER YOUR PRACTICE

Copy of Sample Report - Total Tax Burden Analysis 10.24.pdf (9)

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. 

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

The cost is $899 per attendee.

MEET YOUR INDUSTRY EXPERTS

Website Headshots - 08.23
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. 

Website Headshots - 08.23 (1)
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.  
Website Headshots - 08.23 (2)
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). 

We recommend staying at the hotel closest to the Stonewood office, The Hilton Garden Inn Louisville St. Matthews. You can use this link to reserve at our group rates.

Innovate Master Class training begins on Day 1 at 2:00 p.m. ET. Training ends on Day 2 at Noon ET.

Yes! We will send specific pickup times closer to the training. 

Absolutely! Please feel free to spend as much time with us as your schedule allows.