Cherry Wealth Advisors 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.
Cherry Wealth Advisors 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:
Cherry Wealth Advisors is a registered investment adviser located in Fort Walton Beach, Destin, and Panama City Beach, Florida. Cherry Wealth Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
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.
Cherry Wealth Advisors is a registered investment adviser. Information is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities or investments.
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.
Jeff Cherry
Retirement income strategist Jeff Cherry has helped hundreds of families gain greater confidence in their financial income strategies for over 25 years. An Investment Adviser Representative, he focuses on retirement income, wealth preservation and estate planning. Jeff’s services extend from Panama City to Pensacola, Florida. He has delivered over 200 public workshops addressing today’s current retirement concerns and is a much-sought-after public speaker in the Florida Panhandle. Jeff graduated from Purdue University, the home of the Boilermakers, with a degree in business. He holds his long-term care (LTC) certification and maintains life and annuity insurance licenses in Florida. Throughout his career, Jeff has continued to attend industry classes and training to stay up to date on the ever-changing financial landscape. An active part of his community and church, Jeff is a member of the Senior Softball Players Association and a proud sponsor of the 12U Florida Rays Travel baseball program, the Cherry Financial softball team, Fort Walton Beach High School swim team and Fort Walton Beach Lady Vikings basketball team.