Some training events just fill in the gaps. Others shift your entire approach.
Next week, you’ll have the opportunity to dramatically transform your practice and how you serve your clients. And it won’t cost you a penny.
Stonewood Financial’s Innovate Virtual Summit is our most advanced Tax & Roth Conversion training of the year. Given the ongoing activity in Washington regarding the TCJA and other tax reforms, your clients deserve the most current information and strategies.
If you haven’t claimed your seat yet, be sure to register today. We’re nearing capacity, and registration closes Monday, June 2.
For our loyal blog followers, you can choose “Referral – Stonewood” at checkout, and we’ll waive the registration fee. (And don’t worry if you can’t make all three sessions – we’ll send recordings to all registrants.)
Now, there’s nothing standing between you and the best tax training of the year.
So what’s on tap?
This three-day virtual experience is built to sharpen your tax message, elevate your Roth conversion strategies, and equip you with the tools to finish 2025 strong. If you’re working with clients concerned about taxes, uncertain about legislative shifts, or simply looking to bring more clarity to complex planning conversations, this event was tailored for you.
{% icon icon_set=”fontawesome-6.4.2″ name=”Circle Arrow Right” style=”SOLID” height=”20″ purpose=”decorative” title=”Circle Arrow Right icon” %} Agenda Highlights
Over three compact and impactful virtual sessions, we’ll cover:
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How to frame today’s tax and legislative environment to help clients make informed retirement decisions
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Advanced Roth conversion strategy, including optimization, tax drift, IRMAA, and legacy planning
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Practical ways to integrate insurance, annuities, and investment tools into one cohesive, client-facing approach
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The top-converting lead generation approaches using webinars, LinkedIn, and more
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Real-world success stories from advisors – and how to replicate them in your practice
Each session is designed to deliver actionable insights you can use immediately in your practice.
If you’ve attended a Stonewood Financial event before, you know what to expect: clear messaging, repeatable frameworks, and zero fluff. If you haven’t attended, this is the perfect place to start.
Why should you register now?
The advisors who grow during times of uncertainty are the ones who lean in, not sit back. They sharpen their message, fine-tune their process, and walk into every meeting with something powerful to say.
Innovate Virtual Summit will equip you with the tools, language, and strategies to do exactly that.
But here’s the thing. You’ve got to be in the virtual room to get it.
{% icon icon_set=”fontawesome-6.4.2″ name=”Circle Arrow Right” style=”SOLID” height=”20″ purpose=”decorative” title=”Circle Arrow Right icon” %} Register here by June 2: https://pages.stonewoodfinancial.com/innovate-virtual
And choose “Referral – Stonewood” at checkout to waive the fee.
Your clients will be glad you did.
Stay tuned for our next in-person training dates!
