Strategy 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.
Strategy 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.
Neither Martin Ruby, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse Strategy Financial Group. The information and opinions presented in this presentation are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of Strategy Financial Group.
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 individual’s situation. Neither Strategy 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 Strategy Financial Group.
Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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.
Calvin P. Goetz
Calvin Goetz is a financial advisor who has dedicated more than a decade of his professional career to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. He is a Partner and Founder of Strategy Financial Group headquartered in Phoenix, Arizona, and assists clients throughout Arizona and the U.S. Calvin works to help families and individuals develop personalized financial plans and investment strategies to meet their lifestyle goals for retirement. Calvin is known among his clients and peers for being a solutions-driven advisor with a keen eye for detail and dedication to incomparable, personal client service. Author of Climbing the Retirement Mountain and The Retirement Roadmap, Calvin is a widely recognized retirement planning specialist in Arizona. Additionally, Calvin hosted Strategy Financial Radio on KKNT 960 AM, where he provided his insight on retirement planning and market-related topics. Calvin is a member and contributor of several private coaching groups including Ed Slott’s Elite IRA Advisor Group™ an organization of financial professionals dedicated to being leaders in the IRA industry. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA). An Arizona native, Calvin is a proud graduate of Northern Arizona University.