Becky Ruby Swansburg



9:00 am


Becky Ruby Swansburg

CEO, Stonewood Financial


Title:"Market Update: What's Going On in Washington?"






In this presentation, Becky will discuss the current events in Washington and how they affect these following points

  • What is Legislative Risk – and how it could affect the savings and insurance industries
  • How the ongoing tax and spending debate in Washington could impact U.S. savers in retirement
  • Why rising taxes may be the least-understood retirement risk currently facing U.S. savers
  • What today’s economy could mean for tomorrow’s tax rates


Becky Ruby Swansburg is CEO of Stonewood Financial and co-author of the industry-leading books "The No-Compromise Retirement Plan, The New Rules of Retirement Saving" and "The New Holistic Retirement." A nationally recognized public speaker, Becky has trained advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.

Becky has experience in marketing, public relations and communications across a range of industries in the for-profit, nonprofit and government sectors.

Prior to joining Stonewood, Becky served as Director of Communication and Public Affairs for Greater Louisville Inc., where she oversaw government relations and strategic communications. Becky has also handled communications for several U.S. Congress members and government agencies, and has worked in the White House Press Office in Washington, D.C.

Becky holds a B.S. in political science from Middlebury College and an M.S. in public relations from Boston University. An active community member, she serves on the Board of Directors for the Jewish Community of Louisville and the Jewish Community Relations Council. Becky is past chair of the Board of Directors for Louisville Classical Academy, and has prior service on the Board of Directors for the National Association of Women Business Owners (NAWBO) Louisville and the Kentucky Chamber of Commerce Executives.

Becky was named to the prestigious Business First  "Forty Under 40" list of community leaders, and is a Bingham Fellow through the Leadership Louisville Center.