Session 6: Legislative Risk with Becky Swansburg, CEO, Stonewood Financial
Curtis Hawks interviews Becky Swansburg on legislative issues including taxes and the sunsetting of the TCJA, potential effects of the incoming administration’s priorities, and risk reduction opportunities for retirees.
Speakers
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Curtis HawksExecutive Vice President, CMO, IAMS, Inc.
As the CMO and Executive Vice President of IAMS, Inc. Curtis works with advisors and agents in enhancing their business through a variety of strategies. Drawing on his many years of experience in this industry, Curtis provides business development, marketing, and casework solutions. His focus is on helping agents and their firm achieve their goals, with importance on long-term strategies aimed toward consistent growth.
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Becky SwansburgCEO, Stonewood Financial
Becky Ruby Swansburg is CEO of Stonewood Financial and the nation’s leading expert on Legislative Risk in retirement. A nationally-recognized public speaker and author, Becky has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. She is co-author of the industry-leading books The No-Compromise Retirement Plan, The New Rules of Retirement Saving and The New Holistic Retirement. Prior to joining Stonewood, Becky served as Director of Public Affairs for Greater Louisville Inc., where she oversaw government relations and strategic communications. Becky has also handled communications for several U.S. Congressmen and government agencies, and has worked in the White House Press Office in Washington, D.C.
Local Time
- Timezone: America/Phoenix
- Date: Jan 22 2025
- Time: 1:30 pm - 2:00 pm
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