Castle Wealth 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.
Castle Wealth 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 Castle Wealth Group/Castle Wealth Group Legal 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 Castle Wealth Group/Castle Wealth Group Legal 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 Castle Wealth Group/Castle Wealth Group Legal, 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 Castle Wealth Group/Castle Wealth Group Legal.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM).
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.
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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.
Christopher J. Berry, JD
Christopher J. Berry is an attorney and financial advisor, author, presenter and host of “The Chris Berry Show,” a weekly radio show and podcast where he talks about wealth, estate and tax planning for the second half of life. Chris has been involved in legal and financial planning since 1998. Through his continual pursuit of education and drive to serve his clients in the best way possible, he established a law firm and financial planning firm. He's been seen in Forbes, Kiplinger's and Crain's magazines. He has worked closely with Ed Slott and has been a member of Ed Slott's Elite IRA Advisor program. Chris excels at taking sophisticated legal, financial and tax planning concepts and making them easy to understand for his clients. While his knowledge and detailed. planning techniques are second to none, his strength is in being extremely relatable and easy to understand. Chris has been given top honors from such organizations as the National Academy of Elder Law Attorneys, the National Association of Distinguished Counsel, Avvo and more. He published a book, now available for sale, called “The Caregiver’s Legal Guide to Planning for a Loved One with Chronic Illness.” Chris is very involved in his local community, serving as a volunteer on numerous boards, including Easter Seals of Michigan and The Walk to End Alzheimer’s, and he has won awards for his civic duty, including the Spirit of Detroit award. Over the past few years, he has either contributed or helped raise over $125,000 for The Walk to End Alzheimer’s and the Area Agency on Aging as well as other smaller helping organizations. Away from the office, Chris spends time with his wife, Rochelle, and kids, Ryan and Madison. He enjoys reading, jiujitsu, CrossFit and time on the lake with his family.