Heckman Financial & Insurance Services 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.
Heckman Financial & Insurance Services has partnered with tax and retirement experts, Marty Ruby and Becky Swansburg to help explain the 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.
Investment Advisory Services Offered Through Heckman Financial & Insurance Services, Inc. a Registered Investment Advisor.
CA Insurance License #0E89971
Marty Ruby, FSA
Martin Ruby, FSA is CEO of Stonewood Financial and one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which experts 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 expert 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.
Eric Heckman is a well-known speaker and author in the San Jose community. For over 25 years, Eric has provided comprehensive advice to his clients, helping to preserve their assets, increase their income and reduce their taxes. A long-time San Jose resident, Eric is a Boy Scout Leader, Founder of Financial Knowledge Institute, a 501(c)(3) non-profit organization; and is a member of the Downtown San Jose Rotary Club and the San Jose Downtown Association. He is the author of “Worry Less Wealth” as well as a portion of the textbook “Financial Literacy Education” and is the host of Wealth Creator Radio.