Becky Swansburg
CEO,
Stonewood Financial
Becky Swansburg's Sessions
- May 20
- 1:30 pm
- - 2:20 pm
- Check Mobile App for Locations
- Breakout Session
- Cutting Edge Strategies
Breakout Session – Taxes, Washington & Your Clients’ Legacy: Maximizing Legacy Planning with Your Clients
Tax changes are one of the biggest risks in your client’s legacy plans.
In this session, Becky Swansburg, CEO of Stonewood Financial and author of The Road Less Taxed, will help you structure powerful tax-free legacy strategies that protect your clients from changes – both in life and in Washington.
Join us and learn:
- The difference between situational tax changes and legislative tax changes – and why your client’s legacy approach needs to address both
- What could be ahead for IRMAA, estate taxes, income taxes, and retirement savings accounts – and how to protect your clients and their heirs
- The best structures to diversify the tax status of your client’s legacy approach – without overpaying in taxes and government fees
- How to discuss changes from Washington with your clients – without getting political
- May 20
- 2:50 pm
- - 3:40 pm
- Check Mobile App for Locations
- Breakout Session
- Cutting Edge Strategies
Breakout Session – OBBBA, Midterm Elections & More: How to Leverage What’s Happening in Washington to Drive Better Client Conversations
The one constant in Washington is change – and you can leverage that change to educate your clients and strengthen their savings approach.
In this session, Becky Swansburg, CEO of Stonewood Financial and author of The Road Less Taxed, will help you analyze new tax policies, long-term spending, debt trends, and other government changes – and how they could impact your clients.
Join us and learn:
- The three provisions in OBBBA that matter most to your clients this year
- The long-term tax outlook – and why your clients could see higher taxes in the years to come
- What could be ahead for IRMAA, estate taxes, income taxes, and retirement savings accounts
- Top tax messages for client communications
