The Wehrly 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.
The Wehrly 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 The Wehrly Group 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 The Wehrly Group 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 need of an individual’s situation. Neither 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 The Wehrly Group.
Investment Advisory Services offered through SageGuard Financial Group, LLC, and SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121,
800-431-3500. SageGuard Financial Group, LLC, is neither an affiliate nor a subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.
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. 1167786
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.
Patrick is the founder and mentor of the Wehrly Group. His leadership has proved to be essential in the success of the firm. Patrick is an Enrolled Agent, which is a tax advisor who is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Enrolled Agents represent taxpayers before the Internal Revenue Service for tax issues including audits, collections and appeals. As such, he has logged uncountable hours of training in Taxes, Social Security, Medicare, Financial Planning and Securities. Patrick holds a Series 65 license and is also a Licensed Insurance Agent. Patrick is passionate about keeping our office up to date, so he never stops studying. This positions our office in the forefront of latest information and products to fit any retirement plan.
He is the Chief Operations Officer of The Wehrly Group, making sure that the day-to-day operations runs smoothly and that the office stays in Compliance with the ever-changing rules. Daniel is also a Certified Tax Preparer and leads our Tax Preparation Division. His clients love his Texas accent and down-home approach to making complex Estate and Financial concepts, easy to understand.