[REPLAY] How the 2024 Election Could Impact Your Clients from North American

Recorded 04/10/2024

Taxation and legislative changes are risks that can have an impact on your clients’ retirement. That’s especially true during an election year. Join Stonewood Financial CEO, Becky Ruby Swansburg, as she discusses how to make more informed decisions about how to meet your clients’ needs and goals by addressing those risks.

Becky Ruby Swansburg is CEO of Stonewood Financial and a leading expert on Legislative Risk in retirement. A nationally-recognized public speaker and author, Becky has trained financial professionals across the country on incorporating tax-efficient retirement strategies into their practices.