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Proven Workshop Presentations

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Exclusive for AcuireUp Hosts

$658 / Presentation + FREE month of tax analysis software

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

Stonewood offers two compliance-reviewed presentations - both integrated with AcquireUp's top workshop campaigns.

⇓ Explore the presentations below ⇓

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

The Rising Tax Risk in Retirement

In 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 their 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.

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

Maximizing Your Estate

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

  • Why income taxes are just as important to estate planning as estate taxes
  • What's happening in Washington - and how it could impact their estate
  • Strategies they can implement today to reduce taxes for themselves, their spouses and their heirs

Interested in purchasing The Estate Planning presentation? Fill out the form below.

Yes, I want to see the presentation!
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FREE Tax Analysis Software
to Help you Close the Deal

With AcuireUp'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

Client Reports. Marketing Toolkits. And the Training for Success.

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.