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ABOUT THIS WEBINAR
Day 3 | Innovate Virtual Summit | Maximizing Your Client's Legacy

If your clients have excess IRA funds they plan to leave to heirs, this session is for you. You'll learn how to identify and optimize legacy funds to minimize taxes and maximize value - for your clients AND their heirs.
ADDITIONAL INFO
  • When: Eastern Time (US & Canada)
  • Duration: 2 hours 30 minutes
  • Price: Free
  • Language: English
  • Who can attend? Everyone
  • Dial-in available? (listen only): Not available.
FEATURED PRESENTERS
  • Webinar hosting presenter

    Becky Ruby Swansburg

    CEO of Stonewood Financial
    A former political communications director, Becky brings unique insights into making the complexities of IUL and tax-efficient strategies simple and meaningful for your clients.
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  • Webinar hosting presenter

    Neil Wilding

    COO of Stonewood Financial
    Neil is our industry's leading expert on Roth structure and optimization. With a background in managed money, annuities, and life insurance, Neil helps advisors leverage tax-free strategies to address today's emerging retirement risks.
    Full Profile
  • Webinar hosting presenter

    Tyler Randall

    National Sales Director at Stonewood Financial
    Tyler is an expert coach for advisors looking to open tax conversations with their clients. With a background in advanced financial strategies, he'll teach you how to structure a sales process that drives results.
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  • Webinar hosting presenter

    Alec Stout

    VP | Member Success
    As Stonewood's VP of Member Success, Alec is dedicated to helping members close more business and grow their practice. Alec is your primary contact for any questions about Stonewood. Don't hesitate to call, email, or schedule time for one-on-one...
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