Innovate Virtual Summit Details

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TRANSFORM YOUR PRACTICE...

FROM THE COMFORT OF YOUR OFFICE

June 4, 5 & 6 | Online

Ready to grow your practice and better serve your clients? The experts at Stonewood will show you how. Register now for the Innovate Virtual Summit.

Over three virtual sessions, you'll learn how to help your clients overcome legislative changes in Washington, optimize Roth conversions for today's tax and economic environment, address lifespan concerns with new income strategies, and more.

This is the industry's #1 tax and income training - now delivered directly to your office.

Check out these agenda highlights

Day 1: Targeting the Rising Tax Risk

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

We're in for big changes from Washington. Learn how to frame, evaluate, and address the legislative and tax changes in store for your clients through Roth conversions and more.

Day 2: New Takes on Markets & Income

Thursday, June 5 | 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 minimize taxes & IRMAA.

Day 3: Leveraging Lead Gen that Works

Friday, June 6 | 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.

Innovate VIRTUAL Summit: Make 2025 your practice's Best Year Ever.

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.”

Training Date

The training takes place Wednesday, June 4, Thursday, June 5, and Friday, June 6, from 11:00 a.m. to 1 p.m. ET each day.

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.

Training Cost

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

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.

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