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.
Learn from the pros.
Network with the elite.
Leave ready to grow.
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.
Register for InnovateJoin 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 MoreInnovate 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.
→ Learn MoreInnovate Summit: The Growth Conference for Independent Advisors
Two days. More than 100 of your peers. In-depth training on today’s emerging retirement risks and how to address them. Innovate Summit is built for quick implementation and real practice growth.
Learn from the pros, network with the elite, and leave ready to grow.
Event details
- When: February 2027
- Where: Louisville, KY
- Price: $599, and complimentary for Stonewood members
- Who: 100+ independent financial advisors focused on growth
Innovate Summit is Stonewood Financial’s growth conference for independent financial advisors, held in Louisville, Kentucky in February 2027. Over two days, more than 100 advisors get in-depth training on emerging retirement risks, Roth conversions, and lead generation, built for quick implementation. Registration is $599, and complimentary for Stonewood members.
A conference built to grow your practice, not just fill a calendar
There is no shortage of advisor conferences. Many are large, broad, and built around general practice management. Innovate Summit is deliberately different. It is focused, practical, and built for one kind of advisor: the independent advisor who wants to grow.
The agenda centers on the topics moving the needle right now: tax and legislative risk, Roth conversions and retirement income strategy, and lead generation that converts. Every session is designed so you can put what you learn to work the week you get home. With a room of around 100 peers rather than thousands of strangers, the networking is real and the conversations go deeper.
Learn what’s driving growth
The Innovate Summit agenda covers the themes driving growth for today’s independent advisors.
Addressing tax and legislative risk
Tax laws are changing, and most clients do not understand the impact. Learn how to frame, evaluate, and communicate legislative and tax changes clearly and non-politically, so clients see the risk and can act with confidence.
Roth conversions and retirement income
Today’s Roth strategies need to adapt to changing markets, legislation, and client expectations. Learn how to help minimize taxes and maximize a client’s income and legacy, leveraging AUM, annuities, and life strategies together.
Leveraging lead gen that converts
Lead generation is more complex than ever, and top advisors work from a playbook that converts. Learn the topics, messaging, and strategies that attract high-quality leads, through group marketing, nurture campaigns, and more.
Featured speakers
- Neil Wilding. The leading 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 help 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 help overcome the top annuity objections.
Marketing Blueprint. The lead gen stories and strategies that convert.
Who should attend
Innovate Summit is built for established, independent financial advisors and agents who focus on retirement, tax, annuity, and life insurance planning and want to grow their practice. It is a working conference for advisors ready to take strategies back to their offices and put them to use.
We’re not an IMO. That’s the point.
Stonewood Financial is a membership platform helping independent financial advisors access software, client reports, marketing and training. We are not an IMO, and our tools and training can be used in your current sales process.
A note on the sessions
Innovate Summit sessions are educational and built for advisor use. Stonewood is not a CPA firm, and the sessions do not provide tax. legal or legal advice for any specific client. Tax and policy discussions are general and educational, and specific client decisions should run through that client’s qualified tax or legal professional. Date, location, and pricing are subject to change, so confirm current details before you register.
Frequently asked questions
Innovate Summit is Stonewood Financial’s growth conference for independent financial advisors. Over two days, more than 100 advisors get in-depth, implementation-focused training on emerging retirement risks, Roth conversions and retirement income, and lead generation that converts.
The next Innovate Summit is scheduled for February 2027 in Louisville, Kentucky. Confirm the exact dates on the Stonewood upcoming events page before making travel plans.
Registration is $599, and it is complimentary for Stonewood members. Pricing is subject to change, so check the current rate when you register.
Innovate is built for established, independent financial advisors and agents focused on retirement, tax, annuity, and life insurance planning who want to grow their practice.
The featured speakers include Neil Wilding on Roth conversion strategy, Becky Ruby Swansburg on legislative risk in retirement, and Martin Ruby, FSA, on products and strategy. The agenda covers tax risk, Roth and income planning, legacy, annuity positioning, and marketing.
Yes, a separate virtual event in June 2027. Virtual Innovate is a three-day online training covering Roth conversion strategies, income planning, legacy maximization, and more. Stonewood also offers the Innovate Master Class, an intensive small-group session.
Ready to transform your practice?
Join more than 100 advisors for expert instruction, peer networking, and strategies you can implement immediately. Register for Innovate Summit, or explore the virtual and master class options.