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Positioning Legislative Risk with Your Clients

Congress is debating trillions of dollars in new spending - along with significant changes to IRAs, 401(k)s, and Roth accounts.

In this special White Paper, Stonewood CEO Becky Swansburg shares her analysis of recent tax and spending bills and how they may impact your clients. 

Becky spent her early career in Washington, D.C. working in the White House and on Capitol Hill.

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.