Avoid leaving your loved ones behind without an Estate Plan!
In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement and estate planning may change.
Estate Planning is not just for the wealthy. Estate Planning is for everyone. Give your heirs peace of mind and prevent potential conflicts.
Come and learn more at this group presentation, hosted by retirement specialist, David Wright and take the guess work out of some of the most important decisions affecting your Estate.
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.