Join us for an exclusive first look at the legislation everyone’s talking about — The One Big Beautiful Bill.
This could be a game-changer for your practice and a wake-up call for your clients.
Becky Swansburg of Stonewood Financial breaks it all down:
* What’s in the bill — and what’s between the lines
* How it could reshape tax strategy conversations
* Opportunities for advisors to lead, educate, and grow
This is more than a bill — it’s a bold shift in the tax landscape. And your clients will be looking to you for clarity.
Don’t miss this one. Spots are limited.
Presenters
Becky Swansburg
Partner & Chief Marketing Officer for Stonewood Financial
Becky Ruby Swansburg is CEO of Stonewood Financial, a noted public speaker, and co-author of several industry-leading books, including The New Holistic Retirement. She has built a career in communication and policy working in the White House under George W. Bush and on Capitol Hill for the House Speaker and other Congress Members.
Dennis Mattern
VP - Market Development
With 30 years in the financial services industry, Dennis Mattern helps financial advisors grow their business and become the best version of themselves. As Vice President of Market Development at CreativeOne, he leads strategy and communication for a national network of advisors, drawing on his experience as a CRPC®, speaker, and podcast host.