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Join us February 25 & 26 in Louisville, KY, 
for the industry's #1 Practice Transformation Conference

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You've got big goals for 2027. And we've designed Innovate Summit to help you exceed them.

Join us for two days of the industry's most powerful learning. Discover new sales ideas, lead generation tools, message frames, and product designs—all crafted to transform how you prepare your clients for retirement.

You'll learn how to protect your clients from legislative changes in Washington, optimize Roth conversion structures, drive leads for AUM, life and annuity business, and more. 

Find out why independent financial advisors call Innovate Summit the most transformative training in the industry. 

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Check out the Agenda Highlights
Legislative Risk

Tax Strategies to Protect Your Clients

The one constant in Washington is change. From IRMAA to OBBBA, we'll look at the tax and legislative changes—and what they all mean for your clients. You'll learn how to frame, evaluate and address legislative and tax risk.
Market

Deep Dives Into Real Case Scenarios

Looking to optimize your client's income and legacy strategies? We'll show you the most effective structures and strategies using Roths, annuities and life insurance—and how to implement them into your practice.
Seminars

Generating Leads with Tax Messaging

Looking to attract and convert more high-quality leads? Learn the top-converting topics and tactics that get prospects in your door—from group marketing and social media to email marketing and more.
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Meet Your Trainers
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Neil Wilding

Optimizing Roth Conversions

While many savers think Roth conversions are easy, successful advisors know they take planning, forecasting and professional guidance. Neil is one of the industry's leading experts on Roth conversion structures. He'll share how to analyze taxes, IRMAA and other key factors to generate better results for your clients—and more business for your practice. 
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Becky Swansburg

Addressing Tax & Legislative Risk

We're in for big changes from Washington—and your clients want to be prepared. As the nation's leading expert on legislative risk in retirement, Becky draws on her experience working in the White House and Congress. She'll share updates on what might be ahead for IRAs, IRMAA, taxes and more—and how to help your clients prepare today.
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Martin Ruby, FSA

Maximizing Product Design

Ready to differentiate yourself as an advisor? Marty will show you how to structure Roth, 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.
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Check out the Agenda

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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 your practices. 

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