Day 2 | Innovate Virtual | June 11

ABOUT THIS WEBINAR
Day 2 | Innovate Virtual | Roth Conversions Post-OBBBA

Roth conversions are most valuable - and more complex - than ever before. Learn how to evaluate taxes and IRMAA for your clients, and optimize Roth strategies in today's tax and legislative environment.
ADDITIONAL INFO
  • 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.
    Full Profile
  • 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.
    Full Profile
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