· Eastern Time (US & Canada) (GMT -4:00)
Add to calendar
WEBINAR ENDED
About This Webinar
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!

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Wright Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Wright Financial Group and Sound Income Strategies LLC are not associated entities. Wright Financial Group is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2020 Sound Income Strategies
1615829650-4e009b34e8609bd8
David Wright
Owner / President
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.