Why Advisors Are Blocking Off Part of Their Calendars in June
As every successful advisor knows, today’s retirement planning landscape is changing - fast.
New laws and regulations, uncertainty on taxes and tariffs, and a turbulent stock market have all made staying up-to-date on what’s happening in Washington (and the strategies to address it) more important than ever.
But don’t despair! Stonewood Financial is here to help.
And the best part? The only investment you’ll have to make is time.
(That’s right - this is a zero-cost opportunity!)
June 4-6, we’re hosting a 3-day, virtual training where we’ll dive deep into today’s emerging retirement risks… and how you can position yourself as the go-to expert on overcoming these risks.
Stonewood Financial’s Virtual Innovate Summit is a powerful online training specifically designed for independent retirement advisors like you.—those serving higher-net-worth clients age 50 and up, and those serious about taking their retirement income planning practice to the next level.
As a thank you to our loyal newsletter fans, we’re extending a complimentary registration to you. Just choose “Referral - Stonewood” when you register to attend for FREE.
Click here to reserve your free spot
Last year, we sold out our 500 registration seats for the training. And this year, interest is just as strong.
So if you’re interested in attending, get signed up ASAP. And if you’re on the fence, here are my Top 4 reasons to attend:
1 | It’s Built Specifically for Practices Like Yours
This training is focused on the challenges and opportunities independent advisors are facing right now, in the second half of 2025.
- The latest tax mitigation strategies for retirees - and how to plan around the pending extension of the TCJA
- 2025’s top strategies for optimizing Roth conversions - including why analyzing IRMAA is critical to crafting the best conversion approach for your clients
- Lead gen strategies that build trust faster with new prospects - and can even help you increase wallet share from existing clients
- The latest developments from Washington, and three strategies to leverage today’s legislative environment in client communication
We developed this training to deliver powerful, actionable sales ideas you can incorporate into your practice immediately. This learning is not theoretical or academic—it’s tactical and practical. You’ll walk away with fresh insights to grow your practice throughout 2025 and beyond.
2 | It’s 100% Online (and Easy to Join)
There’s no travel. No hotel booking. No time away from your family or clients.
You can access all this powerful learning from the comfort of your office (or home… we won’t judge if you show up in pajamas).
Our training platform doesn’t require any special downloads or log-ins. We’ll email you a link that takes you right into the conference.
We've designed the online experience to be smooth and engaging, with a streamlined format that respects your time and allows you to engage with other attendees and our expert presenters.
3 | You’ll Learn Something New (We Guarantee It)
Even the most seasoned advisors tell us they walk away from our events with fresh ideas and “aha” moments that challenge the way they think about retirement income planning.
This is your opportunity to:
- See how top-performing advisors are structuring complete retirement income plans
- Discover client presentation techniques that simplify complex topics and increase conversions
- Get an inside look at innovations that are changing the game for independent advisors
No fluff. Just real strategies designed to help you stand out and grow.
4 | It’s Totally Free (But Seats Are Limited)
There’s no cost to attend. But we are limiting participation to maintain a high-quality, interactive experience. So if you’re interested, now is the time to register.
(Worried you might have a conflict in June? Go ahead and sign up. All registrants will also get the session recordings to review.)
Finally… don’t take my word for it. Here’s what advisors have told us about this training:
“You guys have been one of the best revelations this year for my practice. I am so grateful I found you.” -Teri, California
“These ideas aren't new to me, but the philosophy and methodology from Stonewood Financial has given me a brand new approach. It's given me a new lease on life in my 25+ year career.” -Ronald, New Jersey
“Stonewood Financial has made me seven figures over the last two years.” -Brad, Arizona
This June, take a couple of hours to invest in your growth. You’ll gain insights that help you close more business, serve your clients better, and stay ahead of the competition.
And that’s the kind of insight that will carry you through the rest of 2025 and beyond.
