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ABOUT THIS WEBINAR
Day 1 | Innovate Virtual Summit | Tax Outlook 2026

Washington can have a significant impact on your client's retirement - now and in the decades to come. Learn how to position today's short-term and long-term tax outlooks, and discover new strategies to protect your clients in retirement.
ADDITIONAL INFO
  • When: Eastern Time (US & Canada)
  • Duration: 2 hours 30 minutes
  • Price: Free
  • Language: English
  • Who can attend? Anyone with the event link can attend
  • 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.
    Full Profile
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