Guiding Clients on Retirement with the New Administration with Becky Ruby Swansburg
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About This Webinar
Join us for a webinar featuring Becky Ruby Swansburg, CEO of Stonewood Financial Group and a seasoned policy and retirement strategy expert. Becky will break down the election’s outcomes and what they mean for your clients, helping you confidently navigate the shifting legislative landscape.

She’ll cover two phases of client communication regarding the new leadership in Washington, including:

Phase II | Inauguration Day through May. During this second phase, we’ll gain a sense of which priorities the Administration and Congress will push first, so we can help our clients prepare for potential changes and opportunities.

Phase III | May through December. During the third phase, we’ll likely have actual
legislative proposals to review and communicate to our clients.
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Becky Swansburg
Partner & Chief Marketing Officer for Stonewood Financial
Becky Ruby Swansburg is CEO of Stonewood Financial, a noted public speaker, and co-author of several industry-leading books, including The New Holistic Retirement. She has built a career in communication and policy working in the White House under George W. Bush and on Capitol Hill for the House Speaker and other Congress Members.
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Sarah Williams
VP, Marketing Communications
CreativeOne
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