Heise Advisory Group Presents:
$2.2 Trillion Stimulus and Its Impact On Your Retirement
The government recently passed a $2.2 Trillion Stimulus Bill to help with the COVID-19 economic relief. While this will undoubtably help our economy immediately, there are likely long-term consequences that may impact your retirement.
Heise Advisory Group is excited to bring you a presentation by noted financial professionals, Marty Ruby and Becky Swansburg to help explain the potential long-term impacts and some precautions you can take with your retirement.
Upcoming webinar times are limited, so click "Register" below to sign up for one of our upcoming complimentary webinars.
Disclosure:
Neither Martin Ruby, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse Heise Advisory Group or AE Wealth Management. The information and opinions presented in this presentation are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of Heise Advisory Group or AE Wealth Management.
This presentation is designed to provide general information on the subjects covered. It is not provided to recommend a specific tax plan or arrangement. It is not intended to provide specific tax,
legal or investment advice. This presentation should not be construed as advice designed to meet the particular needs of an individuals situation. Neither Heise Advisory Group, AE Wealth Management. or Martin Ruby / Becky Swansburg may provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation. At the conclusion of the presentation you will be offered a consultation with Heise Advisory Group.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heise Advisory Group are not affiliated companies.
Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed.
Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation. All media appearances are paid placements.
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Marty Ruby, FSA
Martin Ruby, FSA is CEO of Stonewood Financial. He focuses on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which professional colleagues have praised for its eye-opening discussion on saving in today's market and tax environments. An actuary and respected business leader, Martin has served in senior leadership positions in the financial and insurance industry, and brings his background in risk management to today’s top financial concerns for savers.
Becky Swansburg
Becky Swansburg did not set out to become an author or an authority on retirement saving. With a background in communication and government, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s retirees. Becky brings her policy background and extensive communication knowledge as author of The No-Compromise Retirement Plan.
Ken Heise
Ken’s dedication to helping others with their retirement and estate planning began when his own parents went through the process. There weren’t many options for them, and it was stressful helping them put a plan in place for retirement. Ken has been in the financial services industry since 1990, striving to reduce that stress for other families. Ken’s personal mission is to give clients confidence about their finances and help them make informed decisions so they can enjoy their retirement years to the fullest. “This is a responsibility I take very seriously, and I treat every client as if they were my own mother and father. I am dedicated to building warm, friendly, lifelong relationships with our clients, and I take a sincere interest in their values, plans and dreams for the future.” Ken is an Investment Adviser Representative as well as a Registered Financial Consultant, which is a professional designation awarded by the International Association of Registered Financial Consultants to financial advisors who meet their standards of education, experience and integrity. Ken is the host of the radio show “Your Retirement Highway™,” heard Sundays at 9:30 a.m. on KMOX 1120; Saturdays at 7 p.m. on KFTK 97.1; and Saturdays at 10:30 a.m. and Sundays at 8 a.m. on 101ESPN. Ken has also been quoted many times in Kiplinger and US News & World Report regarding retirement issues.