210 Financial 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.
210 Financial 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.
Neither Martin Ruby, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse 210 Financial 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 210 Financial 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 210 Financial, 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 210 Financial
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial 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.
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.
Phil Cooper is the founder and CEO of 210 Financial. He has spent over 25 years in multiple areas of the finance industry, including 16 years running his own practice. He passed both the Series 63 and 65 securities exams and holds a bachelor’s degree in biblical studies as well as an associate degree in electronic engineering. Phil has a strong passion for Bible prophecy and traveling to Israel with his wife of over 25 years, Kelly. Phil and Kelly have three children, Carrie, Katie and Mac; a son-in-law, Kendall; and a grandson, Kyser.
Kendall Stahl has a passion for helping clients live the lives they have always dreamed about in retirement. He has seen firsthand how having no plan can affect your life and is motivated to change that for people. He has passed the Series 65 securities exam and holds a life and health insurance license in Illinois. Kendall is the fearless leader of the team, always pushing the team to be the best versions of themselves. Kendall joined the team in 2015 with a vast knowledge of the agricultural industry and a strong work ethic. Growing up, he worked on a grain and cattle operation with his father and grandfather. Today, he continues the family tradition by running his own farm operation with his wife, Carrie, and son, Kyser. He loves to be outside working cattle or boating - and occasionally traveling (when Carrie makes him).