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 June 3, 4 & 5 | Online

Transform your practice... from the comfort of your office

Access the industry's most powerful training from the experts at Stonewood Financial - without leaving your office.

Over three virtual sessions, you'll learn how to position and address emerging retirement risks, like legislative changes in Washington, today's tax and economic environment, lifespan concerns, and more.

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Check out the Agenda

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Day 1: Targeting the Rising Tax Risk

Monday, June 3 | 11 a.m. - 1 p.m. ET

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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Day 2: New Takes on Markets & Income

Tuesday, June 4 | 11 a.m. - 1 p.m. ET

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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Day 3: Leveraging Lead Gen that Works

Wednesday, June 5 | 11 a.m. - 1 p.m. ET

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

SPONSORED BY

RA Marketing
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Easy to Implement Ideas

"This was the best conference I have ever attended. There were just so many purposeful implementable strategies and resources to put in place right away! We already have 4 clients we are meeting next week to discuss these strategies!"

New Sales Ideas & Opportunities

"My clients think I'm brilliant because of the genius I've learned from Stonewood. The sales strategies are simple, different - and they work!"

Best in the Industy

“I've been in the insurance and securities business since 1978... Stonewood's Innovate is the best training I've seen.”

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Training Date

The training takes place Monday, June 3,  Tuesday, June 4, and  Wednesday, June 5, from 11:00 a.m. to 1 p.m. ET each day. 

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Training Access

An individual access link will be emailed to you. Please register all attendees individually, as each access link will only work for one attendee.

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Training Cost

This training is complimentary for Stonewood members and their offices and for qualified referrals from our IMO, Carrier, and Marketing Partners. 

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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.