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Exclusive Influencer Only Call: with Becky Swansburg

April 16 @ 12:30 pm - 1:00 pm

Translating complex planning strategies into clear, actionable client conversations is where many advisors struggle. Becky Swansburg, CEO of Stonewood Financial and co-author of The No-Compromise Retirement Plan, joins us to break down how top advisors are incorporating tax-efficient income planning and holistic retirement strategies into their practices.

Click here to register for this influencer-only webinar!

Speakers:


Becky Swansburg | CEO at Stonewood Financial