Dynamic Wealth Strategies 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.
Dynamic Wealth Strategies 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 Madison Avenue Securities or Dynamic Wealth Strategies, Inc.
The information and opinions presented in this presentation are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of Madison Avenue Securities or Dynamic Wealth Strategies, Inc.
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 Dynamic Wealth Strategies, Inc., Madison Avenue Securities 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 Dynamic Wealth Strategies, Inc.
Securities and advisory services offered through Madison Avenue Securities, LLC (“MAS”), Member FINRA/SIPC and a Registered Investment Advisor. Dynamic Wealth Strategies, Inc. and MAS are unaffiliated entities.
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.
Adam Tau is the co-founder of Dynamic Wealth Strategies, Inc. He is passionate about helping people prepare for their future and create a game plan to pursue success. With over a decade of industry experience, Adam is known for his personalized approach in empowering his clients to work toward their financial goals. From an early age, Adam found meaning in building a secure financial future for himself. After watching both his grandparents and parents struggle in planning for the future, Adam was motivated to reverse this adverse trend. He set out to learn more about the financial services industry, wealth management and what it takes to plan for the future. Adam discovered he was not only passionate about helping his family pursue a strong financial future, he found a passion in helping other retirees who were looking to avoid a similar fate. Adam became motivated to create his own practice so that he can act as an independent advisor and fiduciary. He believes in “sitting on the same side of the table” as his clients, in being an advocate for their success. He no longer wanted to represent one particular company that offered a set of proprietary products. As an independent advisor, Adam offers the flexibility to work with a wider range of services, allowing him to benefit his clients by providing solutions custom-tailored to get them from where they are today to where they want to be. Adam holds a passionate interest in advancements in health and medicine. He is also an avid basketball fan — and we mean absolutely avid — and is open to shoot some friendly hoops with his clients. On a more personal level, Adam was diagnosed as a Type 1 diabetic at a young age and continues to educate his friends, family and colleagues on what it means to be diabetic.
Rebecca is the co-founder of Dynamic Wealth Strategies. Whether helping retirees generate the income they want or motivating young professionals to implement their first financial strategy, Rebecca strongly believes that education is a core part of the client experience. She wants you to walk away having learned something new, feeling inspired or finally having had that “aha” moment. Her greatest strength, however, is her dedication to building strong relationships. Rebecca is motivated by truly listening to her clients, understanding their financial goals and fears and finding creative ways to help them tackle both. Rebecca is proud to be an independent insurance agent, so that she can play on the same team as her clients, representing her clients rather than an insurance company and its set of products. She offers a wide range of tools from her toolbox, custom designing strategies to address your needs. Outside the office, Rebecca teaches dance cardio classes at 305 Fitness, fulfilling her love for fitness, health and music all in one place. She loves to cook in giant batches on Sundays and she can easily watch the “Back to the Future” trilogy on repeat.