Monolith 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.
Monolith 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.
Disclosure:
Neither Martin Ruby, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse Monolith Financial 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 Monolith Financial 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 needs of an individuals situation. Neither Monolith Financial Group, 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 Monolith Financial Group.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Monolith Financial Group 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.723462-9/20
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.
Jeff Mitchell
Jeff got his start in the industry more than 30 years ago, as a captive agent who could only offer his clients the products the insurance company provided — instead of what they really needed to reach their financial goals. Jeff started Monolith Financial Group to offer clients a wide variety of products without the limitations of any one company. His philosophy is to assume less risk, focus on wealth preservation and generate sustainable retirement income so his clients can retire with confidence. Jeff is an Investment Adviser Representative, having passed the Series 65 securities exam. He also holds life insurance (#0777322). He has been featured in Newsweek, USA Today, The Sacramento Bee, The Wall Street Journal and Yahoo Finance. Jeff has been married to Rachelle for over 30 years. He and his family love visiting their family cabin in Donner Lake and traveling the world together.
Camille Mitchell
Camille is a financial professional of Monolith Financial Group. Camille has worked alongside Jeff Mitchell for several years. She has the sole daily focus of helping enrich people's lives. She enjoys working alongside her clients to help build their retirement dream through the retirement income plan portion. Camille wants to help her client's achieve their retirement goals and make sure they can stay in retirement - enjoying the fruits of years of hard work to get to this point. She believes that planning for retirement is more than making sure you have enough money, but helping to make sure it is a joyous and fulfilled time in her client's lives. Camille is the proud daughter of Jeff and Rachelle. She enjoys traveling and helping out in the community however she can. Camille is an Investment Adviser Representative, having passed the Series 65 securities exam. She also holds her life insurance (#0I69814)