Expert Insights for Keynotes, Client Education & Advisor Training
Becky Ruby Swansburg
Becky is the nation's leading expert on Legislative Risk in retirement. A former White House and Capitol Hill insider, Becky shares her insights on policy from Washington - and how savers can prepare.
Neil Wilding is the industry's premier educator on Roth conversions and tax-efficient retirement income strategies. He teaches advisors how to minimize taxes - and maximize income - for U.S. savers.
As seen on the top stages across our industry, Becky Ruby Swansburg and Neil Wilding educate advisors and their clients on today's hottest topics - from what's happening in Washington to retirement tax strategies. Leverage their thought leadership at your next advisor training, client presentation, or media event.
Keynote Addresses
The industry's top IMOs and carriers have hired us to deliver powerful keynotes on taxes, government spending and more - guaranteed to educateand entertain your audience.
Client Presentations
Advisors focused on practice growth have hired us to educate their clients and prospects alike - through seminars, workshops and in-office training events. Drive big results with actionable ideas.
Podcast, TV & Radio
We deliver enjoyable, actionable insights that turn complex topics into client-ready conversations. Powerful messages meet effective CTAs for your radio, TV or podcast audiences.
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