Seminar Presentation

The Rising Tax Risk in Retirement

+ 1 FREE Month of Tax Analysis Software to Close the Sale!

A Powerful, Proven Presentation
$599 | Exclusively for White Glove Hosts! 

  Watch a recoridng of our White Glove + Stonewood webinar HERE

Ready to tell the industry's top-converting retirement tax story... AND get a FREE month of tax analysis software to close your leads?

With this compliance-reviewed presentation, your attendees will learn:

  • What's happening in Washington - and what it could mean for IRAs and 401(k)s
  • How to identify and quantify your Retirement Tax Bill
  • Strategies they can implement today to reduce taxes in retirement 

Interested in purchasing The Rising Tax Risk presentation? Fill out the form below.

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FREE Tax Analysis Software
to Help you Close the Deal

With White Glove's marketing magic and Stonewood's powerful presentation, you're sure to book appointments. That's why our presentation comes with a free month's access to the industry's top tax analysis software. We'll help you turn leads into clients - fast.

Take This Presentation
to the Next Level

Software. Marketing. Training.

Ready to take your practice to new heights? Compliment this seminar with Stonewood's suite of client-facing toolkits, sales story reports and industry-leading training.