Innovate Summit

The Industry’s #1
Growth Conference for Independent Advisors

Two days. 100+ of your peers.
In-depth training on today’s emerging retirement risks - and how to address them.
Designed for quick implementation and practice growth.

STONEWOOD

Learn from the pros.
Network with the elite.
Leave ready to grow.

Join Us!

February 2027
Louisville, KY
$599
Complimentary for Stonewood Members

Learn What's
Driving Growth

The Innovate Summit agenda covers the topics driving growth for today’s independent advisors

Addressing Tax & Legislative Risk

Tax laws are changing and most clients don’t understand the impact.

Learn how to frame, evaluate, and communicate legislative and tax changes clearly and non-politically, so clients see the risk and take action with confidence.

Roth Conversions & Retirement Income

Today’s Roth strategies need to adapt to changing markets, legislation and client expectations.

Learn how to minimise taxes and maximize your client’s income and legacy - leveraging AUM, annuities and life strategies.

Leveraging Lead Gen That Converts

Lead generation is more complex than ever. Top advisors have a playbook that converts.

Learn proven topics, messaging, and strategies that attract high-quality leads - through group marketing, nurture campaigns, and more.

Featured Speakers

Neil Wilding	The industry’s top trainer on positioning and structuring Roth conversions.
Becky Ruby Swansburg	The nation’s leading expert on legislative risk in retirement.
Martin Ruby, FSA	Actuarial expertise on today’s top products and strategies.

Training Topics

Washington Update: The latest policy from Washington - and how to help your clients prepare.
Roth Conversion Mastery: Structuring Roth conversions to minimize taxes and IRMAA for your clients.
Legacy Maximization: New strategies for tax-efficient legacy planning leveraging Roth, life and annuities.
Annuity Positioning: Strategies to overcome top annuity objections.
Marketing Blueprint: The lead gen stories and strategies that convert.

Ready to Transform Your Practice?

Join 100+ advisors for expert instruction, peer networking, and strategies you can implement immediately.

Join Us for Our Other Events

Virtual Innovate

Learn from the best — without leaving your office. Our 3-day, virtual training covers Roth conversion strategies, income planning, legacy maximization and more.

→ Learn More

Innovate Master Class

Intensive learning sessions with a small group of your peers. Explore new ways to grow your practice, serve your clients and attract new prospects.