Turn Complex Topics Into Clear Action
Stonewood speakers don’t just educate - they simplify complex strategies and drive audiences to act. From taxes and retirement income to legislative risk and legacy planning, every session is built for results. See what Stonewood experts can bring to your next event.
Speaker Inquiry
Becky Ruby Swansburg
Tax & Legislative Risk Expert
Becky is the nation’s leading expert on legislative risk in retirement. With experience in the White House and Capitol Hill, she helps advisors understand what’s happening in Washington and how to translate that into meaningful client conversations. She focuses on helping advisors position themselves as trusted guides in an evolving tax and policy landscape.
Neil Wilding
Tax-Free Retirement Expert
Neil is the industry’s premiere educator on Roth conversions and tax-efficient retirement income strategies. He teaches advisors how to minimize taxes and maximize income for the U.S. savers they serve.
Martin Ruby, FSA
Actuarial Insights in Action
As an actuary and expert in mitigating risk, Martin brings fresh insights into financial strategy and product design - from income strategies to tax diversification. His sessions focus on new ideas to help protect and position retirement assets for long-term success — no matter what future market and tax conditions may be.
Our Partners
Trusted by the Carriers and IMOs
You Work With
and many more...
Our Expertise, Your Audience
As seen on the top stages across our industry, Becky Ruby Swansburg, Neil Wilding, and Martin Ruby 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
High-impact presentations on tax strategy, legislative risk, and retirement planning.- Built for large advisor audiences
- Clear, engaging, and motivating
- Designed to educate and entertain
Client & Advisor Presentations
Engaging events that drive results- Seminars, workshops, and training sessions
- Real-world strategies and examples
- Built to drive engagement and follow-up conversations
Podcast, TV & Media Appearances
Audience-friendly insights and media appearances- Clear messaging for broader audiences
- Strong storytelling and positioning
- Built to inform and engage at scale
Topics That Drive Engagement
Our sessions focus on the topics advisors and clients care about most:
- Tax strategies and Roth conversions
- Legislative and policy changes
- Retirement income planning
- Annuity strategies and positioning
- Practice growth and client communication
What Our Speakers Bring to Your Audience
- Deep expertise with real-world application
- Ability to simplify complex topics
- Engaging, actionable presentations
- Trusted by leading IMOs and carriers
- Proven to resonate with advisor and client audiences
Bring Proven Expertise to Your Next Event
Whether you’re planning a conference, training session, or client event, Becky, Neil and Marty bring clarity, credibility, and actionable insight.
Financial Advisor Keynote Speakers
Stonewood speakers turn complex topics into clear action. From taxes and retirement income to legislative risk and legacy planning, every session is built to simplify the strategy and move an audience to act.
Seen on stages across IMOs, carriers, and advisor events nationwide. See what Stonewood experts can bring to your next event.
The right voice for a tax and retirement audience
Plenty of finance speakers can fill a stage. Far fewer can take a complicated tax or policy topic, the kind that usually makes an audience reach for their phones, and leave a room of advisors with something they can use in their next client meeting.
That is the gap Stonewood speakers fill. This is not a general celebrity-finance bureau. It is a focused bench of experts on the topics advisors and their clients care about most right now: what is happening in Washington, how tax law affects retirement, and how Roth conversions and income strategy fit into the picture.
If you are planning a conference, a training session, a client event, or a media segment, the goal is the same: clarity, credibility, and an audience that walks away ready to do something. That is what Becky, Neil and Martin are known for.
Meet the speakers
Becky Ruby Swansburg
Tax and legislative risk expert. Becky is one of the nation’s leading voices on legislative risk in retirement. With experience in the White House and on Capitol Hill, she helps advisors understand what is happening in Washington and translate it into meaningful client conversations, positioning themselves as trusted guides in an evolving tax and policy landscape.
Neil Wilding
Tax-free retirement expert. Neil is a premier educator on Roth conversions and tax-efficient retirement income strategies. He teaches advisors how to help minimize taxes and maximize income for the savers they serve, with a clear, practical approach an audience can apply.
Martin Ruby, FSA
Actuarial insights in action. As an actuary and an expert in mitigating risk, Martin brings fresh thinking to financial strategy and product design, from income approaches to tax diversification. His sessions focus on new ideas to help protect and position retirement assets for the long term, whatever future market and tax conditions may bring.
Session formats
Stonewood’s financial advisor keynote speakers, Becky Ruby Swansburg, Neil Wilding, and Martin Ruby, present on tax strategy, legislative risk, Roth conversions, and retirement income. They are available for keynote addresses, client and advisor presentations, and podcast, TV, and media appearances, for advisor conferences, training sessions, client events, and media segments nationwide.
KEY NOTE ADDRESS
Tax Strategy, Legislative Risk and Retirement Planning High-Impact Presentations Built for large advisor audiences, clear and motivating, designed to educate and entertain equally.
ADVISOR AND CLIENT PRESENTATIONS
Interactive seminars, workshops and training sessions based on real-world strategies and examples to drive engagement and the follow up conversations that make an event into action.
PODCAST, TELEVISION & MEDIA APPEARANCES
Audience-friendly insights to reach more people, with clear messaging, compelling storytelling, and positioning designed to inform and engage at scale.
Topics that drive engagement
Sessions focus on the subjects advisors and clients are asking about most:
- Tax strategies and Roth conversions
- Legislative and policy changes
- Retirement income planning
- Annuity strategies and positioning
- Practice growth and client communication
Trusted by the carriers and IMOs you work with
Stonewood speakers have been seen on the top stages across the industry, presenting for advisor and client audiences at events hosted by leading carriers and IMOs, including Allianz, Nationwide, Symetra, F&G, Sammons, Brokers International, Advisors Excel, FIG, Gradient, and many more.
That reach is the point. When a speaker has stood in front of these audiences and earned a callback, an event planner can book with confidence that the content will land and the room will stay engaged.
What our speakers bring to your audience
The combination is hard to find in one bench: deep expertise paired with real-world application, the ability to simplify complex topics, presentations that are engaging and actionable rather than dry, credibility built on stages hosted by leading IMOs and carriers, and a track record of resonating with both advisor and client audiences.
How to book a Stonewood speaker
-
Tell us about your event. Share the audience, the format, and the topics you want covered through the speaker inquiry form.
-
Match the right expert. We help you pair Becky, Neil, or Martin to your audience and goals.
-
Shape the session. Work with the speaker to tailor the content to your conference, training, client event, or media segment.
-
Bring proven expertise to the stage. Your audience leaves with clarity, credibility, and ideas they can act on.
Frequently asked questions
Stonewood’s speakers are Becky Ruby Swansburg, a tax and legislative risk expert with White House and Capitol Hill experience; Neil Wilding, an educator on Roth conversions and tax-efficient retirement income; and Martin Ruby, FSA, an actuary focused on risk mitigation and product design.
Sessions focus on tax strategies and Roth conversions, legislative and policy changes, retirement income planning, annuity strategies and positioning, and practice growth and client communication. The emphasis is on simplifying complex topics so an audience can act on them.
Stonewood speakers present at advisor conferences, training sessions, and client events, and make podcast, TV, and media appearances. They are available for keynote addresses, client and advisor presentations, and media segments.
Yes. The speakers present to both advisor and client audiences, and tailor the message and delivery to the room, whether that is a large advisor conference, a client seminar, or a broader media audience.
Yes. Stonewood speakers have been seen on stages across the industry, presenting at events hosted by leading carriers and IMOs nationwide. They are trusted by the carriers and IMOs many advisors already work with.
Submit the speaker inquiry form on the Stonewood speakers page with your event details, and the team will help match the right speaker and shape the session to your audience and goals.
Bring proven expertise to your next event
Whether you are planning a conference, a training session, or a client event, Becky, Neil, and Martin bring clarity, credibility, and actionable insight. Tell us about your event and we can help you book the right speaker.