The Big Beautiful Bill is Law. Are Your Clients Prepared?
On July 4, President Trump signed the $3.3T Big Beautiful Bill into law.
Now, financial advisors can help their clients leverage the bill's tax provisions on bracket rates, Social Security and more.
On this recording, you'll hear Stonewood CEO and former Capitol Hill insider Becky Swansburg share insights on the the bill, and deliver three frameworks to leverage new tax provisions with your clients and prospects.
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Stonewood Financial offers prospect-to-close tax and income tools that help advisors like you dramatically grow their practices. Training webinars like this are a key benefit of membership, along with Roth Analysis software, marketing programs, and client reports.