Tax season. More like opportunity season for your practice.

If you're looking to drive real practice growth, attract new clients, optimize Roth strategies, and become THE Roth expert in your market, this bootcamp is for you. This bootcamp is specifically designed for growth-minded advisors looking to attract and serve higher-net-worth clients.

This bootcamp will teach you:
  • Today's top-converting tax messages for outbound marketing, seminars, email funnels and more
  • How to optimize Roth conversions in the post-OBBBA environment
  • The prospecting approach attracting high-quality tax leads
  • How to use Roth conversions to drive annuity and life sales
  • How to minimize taxes and IRMAA - both during conversion and over your client's lifetime

Details About the Webinar

WEBINAR ENDED
Can't make the event live? Register and you'll be sent the recording.

About the Speakers

1770923217-f74bb0a2fb729c67 Becky Ruby Swansburg
CEO of Stonewood Financial

Becky is the nation's leading expert on legislative risk in retirement. She brings powerful insights from her work in the White House and on Capitol Hill to help you postion tax-free strategies in today's post-OBBBA environment.

1770923203-32ec4f8c7fd476d4 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.

1770923257-1f3c1662eae2e7f5 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.

Contact Info

Questions? Connect with Stonewood
(502) 588-7155
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