Discover from David Wright some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today...
During this webinar you will discover:
- What is Estate Planning
- Tangible Reasons for Good Estate Planning
- Estate Tax Thresholds.
- What is right for you yesterday, might not be right today.
- Pros and Cons of Revocable Living Trusts.
- Pros and Cons of Irrevocable Living Trusts.
AND Strategies for durable power of attorney, advanced directives for a living will and more!
David M. Wright, CLU, ChFC is a 30 year veteran in the financial services industry, working with families, individuals and businesses, in many different financial areas. He is Series 65 licensed, and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor 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 non-stock market, income generating financial products. David currently resides in Sylvania, Ohio with his wife Marcia. He has 2 sons and 2 beautiful grandchildren, Olivia and Jacob. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.