Synergy 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.
Synergy 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.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Synergy Financial Group and JWC/JWCA are unaffiliated entities.
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.
A former displaced Pittsburgh steelworker, Roy brings more than 30 years of experience in the investment and insurance industry to Synergy Group. Since 1988, he has helped thousands of pre-retirees and retirees develop successful retirement strategies through his simple, yet powerful, approach. Roy has passed the Series 6 and 63 securities exams and holds life, health and accident insurance licenses in Pennsylvania. He has been a featured speaker for many local businesses and quoted in dozens of ﬁnancial media outlets such as, CNBC, Fox News, Bankrate.com and PCNC NightTalk. Roy also hosts "Laux on Your Retirement" radio show. Roy presides over Champion Christian Board of Directors. In his spare time, he enjoys spending his time with his family, particularly his eight grandchildren. He likes to spend time at the shore with his wife, Cindy.
Jason has worked at Synergy Group as an advisor for over 18 years. As an investment advisor, Jason operates as an independent ﬁduciary, helping people build a successful retirement. He holds a Bachelor of Arts from Pennsylvania State University, where he graduated summa cum laude in advertising and public relations with a concentration in business and economics. Jason has conducted hundreds of ﬁnancial workshops over the past 15-plus years. He has been featured in many media outlets, including Fox Business, MSNBC, The Investor News, PCNC NightTalk, U.S. News & World Report and KDKA. Jason also hosts "Laux on Your Retirement" radio show. Jason loves spending time with his wife, Danielle, as well as their four children. He is an avid hockey fan and enjoys coaching his son’s soccer team. Jason is an active member of his church, First Evangelical Free Church in McKeesport, Pennsylvania.
Terry began his ﬁnancial services career at the Great American Savings and Loan Association. He has conducted hundreds of ﬁnancial workshops, classes and retirement meetings. His passion and mission is to create successful retirement plans for those in pre- and post-retirement planning phases. Outside of the office, Terry serves on the board of the First Evangelical Free Church of McKeesport and is a member of the Advisory Board of the Champion Christian Family and Children’s Center in Donegal, Pennsylvania. Terry and his wife, Laura, enjoy rooting for Penguins hockey, traveling and visiting with their grandchildren in the Harrisburg area.
As an Investment Advisor Representative at Synergy Group, Steve is focused on helping secure independent retirement plans for pre-retirees and retirees by creating predictable income plans and protecting retirement assets. Steve entered the ﬁnancial industry out of college. He earned a bachelor’s degree in sport and art entertainment management with a focus on ﬁnance from Point Park University. Steve realized his desire to truly help clients realize their complete ﬁnancial picture after seeing the difference his brother-in-law, Jason Laux, was making in the lives of the clients at Synergy Group. Steve then earned his Series 65 securities registration to fully serve clients throughout the greater Pittsburgh area. He also holds his life, health and accident insurance licenses in Pennsylvania. Steve’s family consists of his wife, Erin, and their daughter, along with their two dogs, Nala and Howard. They enjoy traveling together and rooting for the Penguins and Steelers. Additionally, Steve enjoys reading and watching TV sitcoms.
Peter Fasciano entered the ﬁnancial industry four years ago at Prudential Financial after a career as a restaurant manager. He attended the University of Pittsburgh and the Community College of Allegheny County. In addition to holding the Pennsylvania life and health insurance license, Peter is an Investment Advisor Representative. Peter’s family consists of his loving wife, Shannon, since 2008, along with their two children, Samantha and Jack. Outside of the office, Peter can be found coaching Jack’s baseball team or volunteering in children’s ministry at First Evangelical Free Church. Peter cheers for all of Pittsburgh’s pro sports teams.