Roland Financial Wealth Management 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.

Roland Financial Wealth Management 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 Roland Financial Wealth Management 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 Roland Financial Wealth Management 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 Roland Financial Wealth Management, 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 Roland Financial Wealth Management.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Roland Financial Wealth Management​​​​​​​ 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.
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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.

  • Roland Kljunich

    Roland comes to work each day for one reason: to help his clients find financial confidence. Using a diverse menu of investment strategies and insurance products, Roland guides individuals and families toward their ideal retirement. He believes building investor-advisor relationships is essential for planning the right path for each client. For Roland, it’s not about one product or one transaction; it is about the client’s future. Roland is an Investment Adviser Representative and has passed the Series 65 securities examination. He holds accident and health, life and annuity licenses in Pennsylvania, Ohio and Florida. Roland is featured weekly on his talk radio show on WJET 1400AM and 96.7FM in Erie, Pennsylvania. Having achieved the rank of Eagle Scout, Roland applies the work ethic and values learned to help investors transform their future. Roland lives in Erie with his wife, Leah, and their children. Leisure time is spent with his family, singing and writing music, and gourmet cooking.

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