About
Join us for our FREE online presentation where you can gain a solid understanding of Required Minimum Distributions (RMDs) and uncover the most up-to-date strategies for optimizing your benefits.

Are you curious about how recent government changes might affect your RMDs and withdrawal requirements?

Calling all 401(k), IRA, 403(b), and retirement account holders! It's crucial to stay informed and be ready for impending changes that could have a substantial impact on your financial future.

Learn how to avoid giving away 25% of your retirement income to the IRS!

Don't miss out on this enlightening group presentation hosted by David Wright.
Presenter
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David Wright
Owner / President
David M. Wright, CLU, ChFC is a 35-year veteran of financial services and has worked with families, individuals, and businesses in virtually all areas of the industry. He is Series 65 licensed and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm located in Ft. Lauderdale, FL. As a pre- and post-retirement advisor, he has helped hundreds of people maximize the utility of their money with income-generating financial tools and strategies. David currently resides in Sylvania, Ohio with his wife Marcia. He has two sons and three beautiful grandchildren, Olivia, Jacob, and Ethan. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.
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