Upcoming Events
Stonewood Study Group
July 23, 2026 | Online
Join us for our monthly Study Group call, where we'll dive deep into industry updates, new tax and income strategies, the mechanics of Roth conversions, lead gen that's converting now, the latest from Washington, and more.
Our next Study Group topic is: Generating Leads with the Retirement Tax Bill story
- Monthly learning calls
- Open to Stonewood Members
- Included in your Membership
Annuity Alpha Bootcamp
August 26, 2026 | Online
Looking for growth? This training delivers it. Learn new ways to leverage FIAs in your practice - from using them to drive alpha (yes, alpha) for your clients to enhancing the Roth conversion process.
This one-day, virtual bootcamp is designed for growth-minded advisors who want to increase annuity production, overcome objections, and incorporate annuities into Roth, legacy and other client strategies.
- Virtual format - register your entire team
- Recordings sent to all registrants
- No cost to attend
Innovate Master Class
October 1-2, 2026 | Louisville, KY
An exclusive, high-impact learning experience limited to just 15 advisors. Innovate Master Class is designed for growth-minded advisors who want to dive deep into best practices with our industry's top advisors and thought leaders.
Over two days, you'll master new sales ideas, lead generation approaches, message frames and product designs. Work a case, learn from peers, and dramatically enhance your life, annuity and AUM production.
- Elite, small group format
- Peer-to-peer learning and expert presenters
- $899 per attendee
Innovate Summit
February 25-26, 2027 | Louisville, KY
The industry's #1 Growth Conference for independent advisors. Join more than 100 of your peers for two days of learning. Our in-depth training covers today's top retirement strategies: tax mitigation, Roth conversion mastery, legacy maximization, and more.
The agenda is designed to send you home with new ideas you can implement - fast. From the latest in Washington to marketing strategies that convert, advisors depend on Innovate Summit to expand their horizons and grow their practices.
- Signature tax & income conference
- Ideas you can implement immediately
- $599 registration fee | FREE for Stonewood Members
Innovate Virtual
June 2-4, 2027 | Online
Experience the industry's most powerful retirement training—without leaving the comfort of your home or office. Over three virtual sessions, you'll learn the latest strategies for taxes and IRMAA, income planning, legacy assets and more.
This training is specifically designed for growth-minded advisors looking to attract and serve higher-net-worth clients.
- Virtual format - register your entire team
- Recordings sent to all registrants
- No cost to attend