Legisaltive Risk 2023:

The President's Budget & Your Clients

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President Biden has announced his 2024 Budget proposal - and it's full of new spending and new taxes. 

How will they impact your clients and their retirement approaches?

This video shares three key takeaways - and how to help your clients prepare.


About the Presenter

BeckyGray_Web

Becky Ruby Swansburg  is the nation's leading expert on legislative risk. She has worked in the White House and on Capitol Hill for the Speaker of the House and several Members of Congress.

 


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Stonewood Financial offers prospect-to-close tools that help advisors like you dramatically grow their practices. Advisor training, marketing programs, client reports, and industry-leading practice development events are all part of Stonewood Membership.