Fortune Financial 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.
Fortune Financial 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.
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 Fortune Financial Group 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 Fortune Financial Group. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed.
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 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.
As the founder and president of Fortune Financial Group, Chris Scalese has built a successful business around a team of professionals committed to creating a pressure free experience that comfortably lets their clients make informed decisions about their personal retirement. Chris’s congenial personality and ability to maintain a stress- free attitude helps his clients remain focused on working towards achieving their retirement goals while sometimes navigating challenging retirement issues. Chris founded Fortune Financial Group in 2000, he has more than 25 years of experience in the financial industry and holds an MBA in finance. Chris also authored several books about financial topics related to retirement and can be heard weekly on the Financial Forum on WILK radio. Chris and Mary Beth, his wife and business partner, at four children and live in Dunmore.