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Stonewood Financial

Innovate Virtual Summit Recordings

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Roth Toolkit HTG (1)

Included in these recordings:

  • Day 1 | Tax & Legislative Update, Optimizing Roth Conversions, Automated Webinars
  • Day 2 | Structuring Roth Conversions for Legacy, Marketing Messages, Lead Gen with LinkedIn
  • Day 3 | Income Sales Ideas, Tools for Practice Growth, What's Next for the Markets

 

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