Stonewood Financial

We're entering an era of rising taxes. But how high might they go? If your clients are concerned, help them estimate their own Retirement Tax Bill. Learn more: https://bit.ly/4g4IHci

Enhance your understanding of legislative impacts on retirement planning with our brochure, "Washington and Your Client’s Retirement." This comprehensive resource provides critical insights and strategies to help you navigate the evolving landscape effectively. Download your copy today and stay ahead of the curve. https://hubs.la/Q02MYpzj0

Election Season is Here! Are You Prepared? With the upcoming election, legislative changes could significantly impact your clients' retirement plans. Are you equipped with the knowledge to protect their future? Join us at the Innovate Summit on September 16-17 to get the latest insights and strategies. Learn from industry experts on how to navigate these changes and ensure your clients' financial security. Register today: https://hubs.la/Q02MbNBH0

Curious how November's election could impact your clients? Join Stonewood on a special webinar, where our CEO (and former Capitol Hill insider) Becky Ruby Swansburg will highlight areas of concern - and how to help your clients navigate the shifting political landscape. Register here: https://lnkd.in/gBHHJnxa

▶ https://bit.ly/Taxes2025 𝗘𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗗𝗮𝘆 is just 𝟔𝟑 𝐝𝐚𝐲𝐬 𝐚𝐰𝐚𝐲, and it feels like everything is 𝘵𝘰𝘱𝘴𝘺-𝘵𝘶𝘳𝘷𝘺 with potential tax and regulatory changes on the horizon. But we all know, 𝙘𝙝𝙖𝙣𝙜𝙚 𝙚𝙦𝙪𝙖𝙡𝙨 𝙤𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙩𝙮 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙞𝙣𝙛𝙤𝙧𝙢𝙚𝙙! Don’t miss out on this fantastic conversation with Becky Ruby Swansburg, 𝐂𝐄𝐎 of Stonewood Financial and a 𝘴𝘦𝘢𝘴𝘰𝘯𝘦𝘥 𝙒𝙖𝙨𝙝𝙞𝙣𝙜𝙩𝙤𝙣 𝙞𝙣𝙨𝙞𝙙𝙚𝙧. Whether you're concerned about the 𝙨𝙪𝙣𝙨𝙚𝙩 𝙤𝙛 𝙩𝙝𝙚 𝙏𝘾𝙅𝘼 or looking for 𝙘𝙪𝙩𝙩𝙞𝙣𝙜-𝙚𝙙𝙜𝙚 𝙨𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙚𝙨 to better serve your clients, this episode is packed with actionable insights. ▶https://bit.ly/Taxes2025 More awesome conversations at The Complete Advisor with Dennis Mattern https://lnkd.in/gahcZCcd Real Advisors, Real Talk! #taxes #election2024

ICYMI: We regularly share blogs and newsletters with our Stonewood members and social media community. Over the next month, we'll be highlighting some of our top posts on Legislative Risk in honor of Legislative Risk Awareness Month! Check out this blog on how the 2024 election could impact your clients and their retirement. https://hubs.la/Q02MYqbx0

Save the date for September 18 at 2 PM ET! Join us for a crucial webinar on legislative risk, where we will explore the latest developments and effective strategies to navigate the evolving landscape. Register now and secure your spot! https://hubs.ly/Q02MYnyB0

Happy Labor Day! We hope you have a relaxing day off with friends and family!

Here at Stonewood Financial, we have officially identified September as Legislative Risk Awareness Month! We're rolling out an exciting lineup of resources, webinars, and insider tips to help you tackle the latest changes and stay ahead of the curve. Don’t miss out on this chance to power up your strategy and safeguard your clients!

"Legislative Risk is one of the most pressing - and least understood - risks facing your clients as they approach retirement. And with November’s election on the horizon, September is the perfect month to help educate your clients on identifying and addressing legislative risk." Read our latest newsletter from our CEO, Becky Ruby Swansburg! #legislative #risk #September #election