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Stonewood Financial 

Innovate Virtual Summit Recordings

Catch up on any sessions you missed.

Review any sessions you want.

Stonewood's Innovate Virtual Summit delivered powerful, proven sales ideas, marketing approaches, practice development, and tax and legislative education. Rewatch all three sessions below. 

Session 1 | Wednesday, June 4

Day 1 Becky Swansburg

Tax & Legislative Update, Optimizing Roth Conversions, Automated Webinars

Topics Covered: 

  • Why rising taxes could be the biggest, least understood risk facing today's savers - even with an extension of the TCJA looking likely in the weeks to come 
  • How to optimize Roth conversions for your clients, minimizing both taxes and IRMAA
  • What the latest news from Washington could mean for your clients and their retirement assets
  • How to leverage automated webinars to generate leads for your practice

Session 2 | Thursday, June 5

Day 2 Neil Wilding

Structuring Roth Conversions for Legacy, Marketing Messages, Lead Gen with LinkedIn

Topics Covered: 

  • Why it's important to evaluate a Roth conversion's break-even point - and when to leverage alternate approaches
  • The top-converting messages on taxes and legislative change
  • How to educate your clients on potential changes from Washington - without getting political
  • How to leverage LinkedIn to generate new leads 
  • 2025's top approach to maximize legacy for your clients

Session 3 | Friday, June 6

Day 3 Tyler Randall

Income Sales Ideas, Tools for Practice Growth, What's Next for the Markets

Topics Covered: 

  • How to incorporate AUM, annuities and life insurance into a complete approach for your clients
  • The year's top tools to drive lead gen, client acquisition and client retention
  • What could be ahead in the markets for your clients - and how to help them prepare
  • Strategies to drive growth through the end of 2025 - and beyond

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