Strategic Wealth Advisors Network

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Strategic Wealth Advisors Network We help clients implement protection first planning by enabling both proactive and protective decisions with regard to their wealth.

For full disclosures please see our website at Insert the url for SWANWEALTH.COM We help clients implement protection first planning by looking at their financial situation and assessing what is potentially not positioned correctly or might be missing, enabling both proactive and protective decisions with regard to their wealth.

09/21/2026

We’re live TODAY at 1 PM ET for a special Monday training.

Our topic is Charitable Giving.

If you have clients who are philanthropically inclined, this is an opportunity to think beyond the donation itself and strengthen the planning conversation around their charitable goals.

Join me today at 1 PM ET.

🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/ZidswBRbQnW9QURNhSUDOQ

Charitable giving can be about much more than writing a check.This coming Monday at 1 PM ET, I’m hosting a special advis...
09/18/2026

Charitable giving can be about much more than writing a check.

This coming Monday at 1 PM ET, I’m hosting a special advisor training on Charitable Giving.

We’ll explore planning ideas that can help you have better conversations with charitably inclined clients and identify opportunities to incorporate charitable goals into their broader planning.

⚠️ Remember—this training is MONDAY, not our usual Thursday.

📅 Monday, September 21 | 1 PM ET
🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/ZidswBRbQnW9QURNhSUDOQ

09/17/2026

Special training today at 1 PM ET.

Join us this afternoon as we discuss Whole Life Guard 10 Pay and Whole Life 95—two products that provide guaranteed death benefit protection and give you more ways to match a whole life design to your client's objectives.

We'll also cover an important update: Whole Life 12 Pay will be closing for newly issued policies (application submission open until Dec 16, 2026, subject to change).

If you work with clients on life insurance planning, this is a great opportunity to get up to speed on these changes.

🔗 Register & add to your calendar:
https://massmutual.zoom.us/webinar/register/WN_eiJmBPTVQsqCHvHmcQE5Zw #/registration

We've had a change of plans for our training today at 1pm EST!If disability income is part of your practice, this is ano...
09/10/2026

We've had a change of plans for our training today at 1pm EST!

If disability income is part of your practice, this is another solution worth understanding.

Join me today as we discuss RetireGuard and how you can expand the conversation from protecting today's income to protecting a client's ability to prepare for tomorrow.

🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/BjOhFx3NQGiGXA_KUGpKDA #/registration

Welcome! You are invited to join a meeting: MassMutual RetireGuard. After registering, you will receive a confirmation email about joining the meeting.

09/07/2026

One of the biggest questions clients face at retirement is simple: “Will my money last?”

This Thursday at 1 PM ET, our topic is Creating Lifetime Retirement Income.

We’ll explore how advisors can approach the transition from accumulation to distribution and help clients think differently about creating income they can’t outlive.

📅 Thursday, September 10 | 1 PM ET
🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/6hi0VlWdSgu-xuyrs0VdZA

If disability income is part of your practice, this is another solution worth understanding.Join me today as we discuss ...
09/04/2026

If disability income is part of your practice, this is another solution worth understanding.

Join me today as we discuss RetireGuard and how you can expand the conversation from protecting today's income to protecting a client's ability to prepare for tomorrow.

📅 Thursday, September 10 | 1 PM ET

🔗 Register & add to your calendar:

https://lnkd.in/giwy2Hwd

09/03/2026

Today at 1 PM ET — MassMutual RetireGuard.

If disability income is part of your practice, this is another solution worth understanding.

Join me today as we discuss RetireGuard and how you can expand the conversation from protecting today's income to protecting a client's ability to prepare for tomorrow.

🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/BjOhFx3NQGiGXA_KUGpKDA

08/31/2026

We insure our income. But what about the retirement contributions that income was supposed to fund?

This Thursday’s advisor training is focused on MassMutual RetireGuard.

We’ll look at where it fits and how understanding this solution can uncover a different kind of disability planning conversation with your clients.

📅 Thursday, September 3 | 1 PM ET
🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/BjOhFx3NQGiGXA_KUGpKDA

Address

4250 Veterans Memorial Highway Suite 100 E
New York, NY
11741

Opening Hours

Monday 8:30am - 7:30pm
Tuesday 8:30am - 7:30pm
Wednesday 8:30am - 7:30pm
Thursday 8:30am - 7:30pm
Friday 8:30am - 7:30pm

Telephone

+16312629254

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