Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville, Kentucky.
And it’s not the bourbon, the horse racing, or the baseball bats bringing them to town (though those are all bonus attractions).
For growth-minded advisors, this week marks the peak of their 2025 practice transformation learning.
That’s right: It’s time for Stonewood Financial’s Innovate Summit.
The event is sold out, so if you didn’t get your ticket to join us here, we’ll be sharing some of the conference highlights both on the blog and across our social media pages.
Today, I want to share the Top 5 sessions I’m excited to attend:
#1 | Optimizing Roth Conversion to Minimize Taxes & IRMAA – Did you know that most Roth analyses performed by advisors for their clients are incomplete? In this session, we’ll look at how to evaluate Roth conversions and structure them to reduce not only your client’s tax burden, but their tax drift and IRMAA drift as well. BIG NEWS: Stonewood Financial will be debuting their new Roth Done Right software and toolkit at the conference – watch this space for more on this powerful tool.
#2 | Positioning Clients for the New Administration in Washington… and Beyond – It’s the question on everybody’s mind: Will the Tax Cuts & Jobs Act get extended? What’s happening with Estate Taxes? How about Social Security reform? With new leadership on Capitol Hill and in the White House, change is afoot in the nation’s capital. We’ll explore how to help your clients prepare – for this administration and beyond.
#3 | New Ways to Overcome Objections – Whether you’re marketing annuities, IUL, or other financial services, Google risk is real. Often, prospects have been exposed to misinformation or incomplete data. We’ll discuss how to show clients the value of strategies leveraging FIAs and IUL – and how to overcome these objections with true analysis.
#4 | What We Can Learn About Long-Term Tax Rates from Today’s Government Spending – Numbers can tell a powerful story. With the federal government’s FY 2024 revenue and spending just released, we’ll examine what it could mean for higher-net-worth clients… and how to help them prepare.
#5 | Marketing that Converts in 2025 – Whether you’re investing in webinars, seminars, movie events, or mailings, we’ll show you the top-converting topics and messages for the year ahead. Learn how to leverage digital, virtual, and online lead gen to grow your practice this year.
It’s going to be an incredible two days of learning and insights. As I mentioned, if you didn’t get a ticket before the event sold out, don’t fret. We’ll share our favorite highlights here next week.
One thing is for sure: If you’re looking for practice growth, Louisville is the place to be next week.
We’ll even throw in some bourbon for good measure.
