Join us February 26 & 27 in Louisville, Ky. for the industry's #1
Practice Transformation Conference
You've got big goals for 2026. Innovate Summit will help you exceed them.
Join us for two days of the industry's most powerful learning. Discover new sales ideas, lead generation tools, message frames, and product designs - all crafted to transform how you prepare your clients for retirement.
Learn to position and address emerging retirement risks, like legislative changes in Washington, today's tax and economic environment, lifespan concerns, and more.
OBBBA is law. What does it mean for your clients? Learn how to frame, evaluate and address legislative and tax changes for your clients.
New Takes on Retirement Income
Is your client's retirement approach optimized for today's market and income realities? Learn new ways to leverage life and annunity products.
Leveraging Lead Gen that Works
Looking to attract and convert more high-quality leads? Learn the top-converting topics and tactics - from group marketing to digital outreach.
Meet Your Trainers
Neil Wilding
Optimizing Roth Conversions
While many savers think Roth conversions are easy to do, successful advisors know they take planning, forcasting and professional guidance. Neil is one of the industry's leading experts on Roth conversion structure and timing. He'll share how to analyze taxes, IRMAA and other key elements of a conversion to generate better results for your clients - and more business for your practice.
Becky Swansburg
Addressing Tax & Legisaltive Risk
We're in for big changes from Washington - and your clients want to be prepared. Becky draws on her experience as a Washington insider - working in the White House and on Capitol Hill - to help you identify the risks coming from Washington... and ensure your clients are protected. You'll learn the latest on tax policy and legislative changes impacting 401(k)s and IRAs, and more.
Martin Ruby, FSA
Maximizing Product Design
Ready to differentiate yourself as an advisor? We'll teach you the sales strategies to get there. Marty will show you how to structure life and annuity strategies to maximize client benefits and ease the sales process. Marty shares his actuarial expertise and insights, having designed products for life insurance companies and worked with underwriting departments. It's next-level insights for growth.
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.
